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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 | $22,855 | $80,753-71.7% | $136,297-83.2% | $62,293-63.3% |
| Participation rate | 97.4% | 73.5%+23.8pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 27.65% | 35.83%-8.2pp | 5156.19%-5128.5pp | 28.90%-1.2pp |
| Employer contribution / active EE | $4,005 | $2,884+38.9% | $4,696-14.7% | $2,042+96.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |