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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 | $20,714 | $122,063-83.0% | $184,256-88.8% | $74,478-72.2% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 28.64% | 19.92%+8.7pp | 28.85%-0.2pp | 1370.56%-1341.9pp |
| Employer contribution / active EE | $2,799 | $4,539-38.3% | $6,427-56.4% | $2,626+6.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |