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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 | $24,868 | $99,957-75.1% | $149,745-83.4% | $73,497-66.2% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 55.30% | 53.87%+1.4pp | 276.72%-221.4pp | 28.51%+26.8pp |
| Employer contribution / active EE | $2,016 | $3,191-36.8% | $4,646-56.6% | $2,270-11.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |