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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 | $7,605 | $86,298-91.2% | $111,308-93.2% | $85,847-91.1% |
| Participation rate | 89.1% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 17.46% | 19.99%-2.5pp | 54.67%-37.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $648 | $2,044-68.3% | $2,732-76.3% | $2,565-74.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |