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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 | $78,976-82.7% | $100,383-86.4% | $74,546-81.7% |
| Participation rate | 95.5% | 79.5%+16.1pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 16.55% | 20.62%-4.1pp | 49.26%-32.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,207 | $3,019-60.0% | $3,944-69.4% | $2,624-54.0% |
| Participant deferral / active EE | $6,295 | $7,758-18.8% | $8,086-22.1% | $4,347+44.8% |
| Admin fee / account holder | $10 | $1,330-99.2% | $7,900-99.9% | $1,944-99.5% |