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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 | $18,486 | $101,539-81.8% | $147,041-87.4% | $74,400-75.2% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 35.17% | 8740.84%-8705.7pp | 419.21%-384.0pp | 1367.51%-1332.3pp |
| Employer contribution / active EE | $3,563 | $3,811-6.5% | $4,935-27.8% | $2,624+35.8% |
| Participant deferral / active EE | $5,956 | $7,304-18.5% | $8,071-26.2% | $4,348+37.0% |
| Admin fee / account holder | $17 | $1,749-99.0% | $13,006-99.9% | $1,944-99.1% |