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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 | $21,728 | $86,298-74.8% | $111,308-80.5% | $85,847-74.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.91% | 19.99%+1.9pp | 54.67%-32.8pp | 318.61%-296.7pp |
| Employer contribution / active EE | $2,225 | $2,044+8.9% | $2,732-18.6% | $2,565-13.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $8,189-99.9% | $7,965-99.9% | $6,261-99.8% |