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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 | $22,151 | $89,123-75.1% | $102,460-78.4% | $77,762-71.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 200.90% | 25.05%+175.9pp | 29.47%+171.4pp | 31.27%+169.6pp |
| Employer contribution / active EE | $1,751 | $2,700-35.1% | $3,025-42.1% | $2,728-35.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |