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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 | $20,649 | $75,284-72.6% | $91,004-77.3% | $69,631-70.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 24.16% | 48.40%-24.2pp | 4.60%+19.6pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $1,224 | $2,473-50.5% | $2,456-50.2% | $2,032-39.8% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |