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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 | $101,653-81.8% | $147,080-87.4% | $74,459-75.2% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 35.17% | 8754.98%-8719.8pp | 420.17%-385.0pp | 1369.70%-1334.5pp |
| Employer contribution / active EE | $3,563 | $3,813-6.6% | $4,933-27.8% | $2,626+35.7% |
| Participant deferral / active EE | $5,956 | $7,304-18.5% | $8,066-26.2% | $4,350+36.9% |
| Admin fee / account holder | $17 | $1,752-99.0% | $12,989-99.9% | $1,945-99.1% |