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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,407 | $106,164-67.6% | $147,041-76.6% | $77,692-55.7% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 17.26% | 56.81%-39.5pp | 419.21%-401.9pp | 31.25%-14.0pp |
| Employer contribution / active EE | $5,247 | $4,066+29.0% | $4,935+6.3% | $2,726+92.4% |
| Participant deferral / active EE | $9,625 | $7,993+20.4% | $8,071+19.3% | $4,648+107.1% |
| Admin fee / account holder | $12 | $338-96.5% | $13,006-99.9% | $431-97.3% |