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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 | $8,074 | $45,043-82.1% | $85,063-90.5% | $74,400-89.1% |
| Participation rate | 91.6% | 49.4%+42.2pp | 67.5%+24.1pp | 67.2%+24.4pp |
| Annual return | 25.40% | 26.26%-0.9pp | 66.54%-41.1pp | 1367.51%-1342.1pp |
| Employer contribution / active EE | $1,907 | $1,458+30.8% | $2,727-30.1% | $2,624-27.3% |
| Participant deferral / active EE | $2,916 | $2,733+6.7% | $4,523-35.5% | $4,348-32.9% |
| Admin fee / account holder | $14 | $2,210-99.4% | $6,155-99.8% | $1,944-99.3% |