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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 | $19,136 | $50,464-62.1% | $75,784-74.7% | $52,331-63.4% |
| Participation rate | 99.6% | 66.8%+32.8pp | 75.8%+23.7pp | 68.1%+31.4pp |
| Annual return | 89.31% | 1.03%+88.3pp | 9.68%+79.6pp | 4.54%+84.8pp |
| Employer contribution / active EE | $3,687 | $1,988+85.4% | $3,323+10.9% | $1,882+95.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |