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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 | $2,594 | $61,391-95.8% | $149,723-98.3% | $71,529-96.4% |
| Participation rate | 87.3% | 62.5%+24.8pp | 78.8%+8.5pp | 67.9%+19.3pp |
| Annual return | 68.79% | 35.88%+32.9pp | 134.50%-65.7pp | 28.97%+39.8pp |
| Employer contribution / active EE | $538 | $2,384-77.4% | $4,821-88.8% | $2,590-79.2% |
| Participant deferral / active EE | $863 | $2,921-70.5% | $5,682-84.8% | $4,291-79.9% |
| Admin fee / account holder | $8 | $1,264-99.3% | $13,215-99.9% | $1,588-99.5% |