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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 | $1,152 | $24,811-95.4% | $69,701-98.3% | $74,546-98.5% |
| Participation rate | 80.8% | 63.5%+17.3pp | 66.4%+14.3pp | 67.2%+13.6pp |
| Annual return | 17.79% | 18.53%-0.7pp | 100.32%-82.5pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $285 | $1,003-71.5% | $1,713-83.4% | $2,624-89.1% |
| Participant deferral / active EE | $851 | $1,904-55.3% | $2,887-70.5% | $4,347-80.4% |
| Admin fee / account holder | $4 | $1,898-99.8% | $4,717-99.9% | $1,944-99.8% |