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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 | $24,101 | $78,636-69.4% | $105,607-77.2% | $74,459-67.6% |
| Participation rate | 91.9% | 72.8%+19.2pp | 75.3%+16.7pp | 67.2%+24.7pp |
| Annual return | 12.24% | 15.96%-3.7pp | 116.11%-103.9pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,885 | $2,523-25.3% | $3,167-40.5% | $2,626-28.2% |
| Participant deferral / active EE | $2,947 | $4,322-31.8% | $5,011-41.2% | $4,350-32.3% |
| Admin fee / account holder | $40 | $2,220-98.2% | $10,958-99.6% | $1,945-98.0% |