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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 | $12,500 | $60,165-79.2% | $74,184-83.1% | $55,167-77.3% |
| Participation rate | 98.5% | 74.2%+24.3pp | 76.6%+21.9pp | 69.0%+29.5pp |
| Annual return | 25.99% | 10.00%+16.0pp | 17.74%+8.3pp | 169.23%-143.2pp |
| Employer contribution / active EE | $437 | $1,600-72.7% | $2,370-81.5% | $1,963-77.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-100.0% |