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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 | $20,624 | $59,448-65.3% | $93,696-78.0% | $74,459-72.3% |
| Participation rate | 89.5% | 59.6%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 77.36% | 82.11%-4.8pp | 133.74%-56.4pp | 1369.70%-1292.3pp |
| Employer contribution / active EE | $1,071 | $1,266-15.5% | $2,422-55.8% | $2,626-59.2% |
| Participant deferral / active EE | $4,004 | $3,052+31.2% | $4,417-9.3% | $4,350-7.9% |
| Admin fee / account holder | $21 | $3,027-99.3% | $8,287-99.7% | $1,945-98.9% |