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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 | $101,591-88.6% | $147,096-92.1% | $74,429-84.4% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 17.41% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $3,028 | $3,813-20.6% | $4,936-38.7% | $2,625+15.4% |
| Participant deferral / active EE | $4,926 | $7,302-32.5% | $8,071-39.0% | $4,348+13.3% |
| Admin fee / account holder | $16 | $1,750-99.1% | $13,005-99.9% | $1,944-99.2% |