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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 | $42,988 | $121,341-64.6% | $189,537-77.3% | $79,391-45.9% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.8%+11.8pp | 70.7%+28.9pp |
| Annual return | 25.05% | 21.08%+4.0pp | 555.34%-530.3pp | 116.88%-91.8pp |
| Employer contribution / active EE | $2,493 | $3,915-36.3% | $6,161-59.5% | $2,428+2.7% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,048-100.0% | $627-100.0% |