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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 | $28,228 | $73,638-61.7% | $108,405-74.0% | $79,391-64.4% |
| Participation rate | 76.3% | 77.4%-1.1pp | 80.1%-3.9pp | 70.7%+5.5pp |
| Annual return | 21.65% | 33.27%-11.6pp | 905.55%-883.9pp | 116.88%-95.2pp |
| Employer contribution / active EE | $4,063 | $2,397+69.5% | $3,559+14.2% | $2,428+67.3% |
| Participant deferral / active EE | $8,347 | $6,218+34.2% | $6,563+27.2% | $4,046+106.3% |
| Admin fee / account holder | $4 | $638-99.3% | $7,297-99.9% | $627-99.3% |