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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 | $21,414 | $91,474-76.6% | $135,982-84.3% | $71,529-70.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.7pp |
| Annual return | 45.15% | 29.89%+15.3pp | 68.32%-23.2pp | 28.97%+16.2pp |
| Employer contribution / active EE | $3,618 | $3,705-2.4% | $4,859-25.5% | $2,590+39.7% |
| Participant deferral / active EE | $9,113 | $7,095+28.4% | $7,760+17.4% | $4,291+112.3% |
| Admin fee / account holder | $16 | $1,267-98.8% | $10,767-99.9% | $1,588-99.0% |