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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 | $15,810 | $101,499-84.4% | $147,005-89.2% | $74,546-78.8% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 14.77% | 8732.34%-8717.6pp | 418.76%-404.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,448 | $3,811-35.8% | $4,934-50.4% | $2,624-6.7% |
| Participant deferral / active EE | $3,391 | $7,304-53.6% | $8,070-58.0% | $4,347-22.0% |
| Admin fee / account holder | $115 | $1,748-93.4% | $13,006-99.1% | $1,944-94.1% |