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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 | $59,456-65.3% | $93,669-78.0% | $74,429-72.3% |
| Participation rate | 89.5% | 59.6%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 77.36% | 82.00%-4.6pp | 133.59%-56.2pp | 1368.38%-1291.0pp |
| Employer contribution / active EE | $1,071 | $1,266-15.4% | $2,424-55.8% | $2,625-59.2% |
| Participant deferral / active EE | $4,004 | $3,052+31.2% | $4,416-9.3% | $4,348-7.9% |
| Admin fee / account holder | $21 | $3,026-99.3% | $8,291-99.7% | $1,944-98.9% |