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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 | $11,591 | $101,672-88.6% | $147,117-92.1% | $74,478-84.4% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 17.41% | 8757.83%-8740.4pp | 420.54%-403.1pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $3,028 | $3,813-20.6% | $4,932-38.6% | $2,626+15.3% |
| Participant deferral / active EE | $4,926 | $7,305-32.6% | $8,065-38.9% | $4,350+13.2% |
| Admin fee / account holder | $16 | $1,753-99.1% | $12,993-99.9% | $1,946-99.2% |