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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 | $13,842 | $81,504-83.0% | $102,437-86.5% | $80,959-82.9% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 49.57% | 25.60%+24.0pp | 24.95%+24.6pp | 35.67%+13.9pp |
| Employer contribution / active EE | $1,915 | $3,104-38.3% | $3,871-50.5% | $2,757-30.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |