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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 | $106,247-64.6% | $147,096-74.4% | $77,714-51.6% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 22.95% | 56.87%-33.9pp | 419.75%-396.8pp | 31.26%-8.3pp |
| Employer contribution / active EE | $2,410 | $4,069-40.8% | $4,936-51.2% | $2,727-11.6% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |