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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 | $21,709 | $91,621-76.3% | $67,511-67.8% | $77,671-72.0% |
| Participation rate | 99.4% | 76.0%+23.4pp | 72.9%+26.5pp | 70.6%+28.8pp |
| Annual return | 16.50% | 14.87%+1.6pp | 3517.41%-3500.9pp | 31.21%-14.7pp |
| Employer contribution / active EE | $2,826 | $3,184-11.2% | $2,733+3.4% | $2,726+3.7% |
| Participant deferral / active EE | $0 | $3,906-100.0% | $4,000-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $176-100.0% | $3,999-100.0% | $430-100.0% |