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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 | $28,329 | $101,499-72.1% | $147,005-80.7% | $74,546-62.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.15% | 8732.34%-8709.2pp | 418.76%-395.6pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $4,130 | $3,811+8.4% | $4,934-16.3% | $2,624+57.4% |
| Participant deferral / active EE | $7,405 | $7,304+1.4% | $8,070-8.2% | $4,347+70.3% |
| Admin fee / account holder | $27 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |