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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 | $29,623 | $85,135-65.2% | $98,920-70.1% | $73,412-59.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 32.71% | 19.14%+13.6pp | 196.47%-163.8pp | 59.30%-26.6pp |
| Employer contribution / active EE | $1,363 | $2,721-49.9% | $2,689-49.3% | $2,234-39.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |