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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 | $101,591-72.1% | $147,096-80.7% | $74,429-61.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.15% | 8746.45%-8723.3pp | 419.75%-396.6pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $4,130 | $3,813+8.3% | $4,936-16.3% | $2,625+57.3% |
| Participant deferral / active EE | $7,405 | $7,302+1.4% | $8,071-8.3% | $4,348+70.3% |
| Admin fee / account holder | $27 | $1,750-98.4% | $13,005-99.8% | $1,944-98.6% |