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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 | $14,387 | $77,677-81.5% | $109,188-86.8% | $79,389-81.9% |
| Participation rate | 97.5% | 67.8%+29.7pp | 75.9%+21.6pp | 70.7%+26.8pp |
| Annual return | 102.85% | 23.44%+79.4pp | 25.76%+77.1pp | 116.89%-14.0pp |
| Employer contribution / active EE | $1,960 | $2,798-30.0% | $3,723-47.4% | $2,428-19.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |