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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 | $17,026 | $104,479-83.7% | $159,474-89.3% | $79,391-78.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.18% | 67.98%-53.8pp | 263.68%-249.5pp | 116.88%-102.7pp |
| Employer contribution / active EE | $1,837 | $3,417-46.2% | $4,831-62.0% | $2,428-24.3% |
| Participant deferral / active EE | $3,998 | $6,468-38.2% | $7,353-45.6% | $4,046-1.2% |
| Admin fee / account holder | $70 | $711-90.2% | $10,802-99.4% | $627-88.8% |