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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 | $13,669 | $79,045-82.7% | $100,378-86.4% | $74,429-81.6% |
| Participation rate | 95.5% | 79.4%+16.1pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 16.55% | 20.61%-4.1pp | 49.41%-32.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,207 | $3,015-60.0% | $3,942-69.4% | $2,625-54.0% |
| Participant deferral / active EE | $6,295 | $7,751-18.8% | $8,087-22.2% | $4,348+44.8% |
| Admin fee / account holder | $10 | $1,335-99.2% | $7,899-99.9% | $1,944-99.5% |