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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 | $27,406 | $101,591-73.0% | $147,096-81.4% | $74,429-63.2% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.2pp |
| Annual return | 19.80% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $2,348 | $3,813-38.4% | $4,936-52.4% | $2,625-10.6% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |