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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 | $29,726 | $76,112-60.9% | $96,534-69.2% | $71,511-58.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 71.79% | 22.81%+49.0pp | 25.88%+45.9pp | 28.86%+42.9pp |
| Employer contribution / active EE | $3,325 | $2,248+47.9% | $2,965+12.1% | $2,589+28.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |