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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 | $9,709 | $56,134-82.7% | $96,171-89.9% | $85,847-88.7% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.2pp | 69.3%+23.3pp |
| Annual return | 16.73% | 42.30%-25.6pp | 192.04%-175.3pp | 318.61%-301.9pp |
| Employer contribution / active EE | $1,465 | $1,620-9.6% | $2,799-47.6% | $2,565-42.9% |
| Participant deferral / active EE | $2,358 | $2,858-17.5% | $4,350-45.8% | $3,952-40.3% |
| Admin fee / account holder | $13 | $3,769-99.7% | $5,538-99.8% | $6,261-99.8% |