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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 | $106,247-67.6% | $147,096-76.6% | $77,714-55.7% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 17.26% | 56.87%-39.6pp | 419.75%-402.5pp | 31.26%-14.0pp |
| Employer contribution / active EE | $5,247 | $4,069+28.9% | $4,936+6.3% | $2,727+92.4% |
| Participant deferral / active EE | $9,625 | $7,996+20.4% | $8,071+19.3% | $4,649+107.0% |
| Admin fee / account holder | $12 | $338-96.5% | $13,005-99.9% | $433-97.3% |