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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 | $37,604 | $106,110-64.6% | $147,005-74.4% | $77,671-51.6% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 22.95% | 56.77%-33.8pp | 418.76%-395.8pp | 31.21%-8.3pp |
| Employer contribution / active EE | $2,410 | $4,065-40.7% | $4,934-51.2% | $2,726-11.6% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |