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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 | $11,738 | $56,540-79.2% | $185,849-93.7% | $86,821-86.5% |
| Participation rate | 98.0% | 65.5%+32.5pp | 81.7%+16.3pp | 72.3%+25.7pp |
| Annual return | 24.23% | 118.20%-94.0pp | 122.10%-97.9pp | 97.94%-73.7pp |
| Employer contribution / active EE | $4,271 | $1,844+131.6% | $5,169-17.4% | $2,406+77.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $3 | $150-97.7% | $16,244-100.0% | $170-98.0% |