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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 | $13,020 | $56,171-76.8% | $108,745-88.0% | $55,167-76.4% |
| Participation rate | 97.4% | 70.7%+26.7pp | 77.7%+19.7pp | 69.0%+28.4pp |
| Annual return | 26.33% | 214.86%-188.5pp | 46.22%-19.9pp | 169.23%-142.9pp |
| Employer contribution / active EE | $647 | $2,153-70.0% | $3,323-80.5% | $1,963-67.1% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3 | $302-99.0% | $6,144-99.9% | $504-99.4% |