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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 | $19,563 | $177,276-89.0% | $117,039-83.3% | $177,276-89.0% |
| Participation rate | 99.9% | 74.8%+25.1pp | 77.2%+22.8pp | 74.8%+25.1pp |
| Annual return | 61.16% | 21.25%+39.9pp | 18.95%+42.2pp | 21.25%+39.9pp |
| Employer contribution / active EE | $2,002 | $2,479-19.3% | $3,785-47.1% | $2,479-19.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,929-100.0% | $3,881-100.0% |
| Admin fee / account holder | $6 | $154-96.1% | $5,974-99.9% | $154-96.1% |