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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 | $11,463 | $43,423-73.6% | $78,676-85.4% | $55,167-79.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 76.39% | 11.53%+64.9pp | 62.19%+14.2pp | 169.23%-92.8pp |
| Employer contribution / active EE | $4,879 | $1,997+144.4% | $2,850+71.2% | $1,963+148.6% |
| Participant deferral / active EE | $1,807 | $2,509-28.0% | $3,517-48.6% | $3,054-40.9% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |