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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 | $45,126-82.1% | $85,187-90.5% | $74,459-89.2% |
| Participation rate | 91.6% | 49.4%+42.2pp | 67.5%+24.1pp | 67.2%+24.4pp |
| Annual return | 25.40% | 26.30%-0.9pp | 66.67%-41.3pp | 1369.70%-1344.3pp |
| Employer contribution / active EE | $1,907 | $1,460+30.6% | $2,732-30.2% | $2,626-27.4% |
| Participant deferral / active EE | $2,916 | $2,738+6.5% | $4,525-35.6% | $4,350-33.0% |
| Admin fee / account holder | $14 | $2,212-99.4% | $6,162-99.8% | $1,945-99.3% |