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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 | $5,972 | $98,776-94.0% | $149,745-96.0% | $79,856-92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.33% | 27.38%-3.0pp | 276.72%-252.4pp | 31.71%-7.4pp |
| Employer contribution / active EE | $4,788 | $3,217+48.8% | $4,646+3.1% | $2,471+93.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |