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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 | $23,106 | $65,437-64.7% | $86,698-73.3% | $66,949-65.5% |
| Participation rate | 98.3% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | 75.40% | -10.91%+86.3pp | 35.96%+39.4pp | 1.57%+73.8pp |
| Employer contribution / active EE | $2,748 | $2,154+27.6% | $2,837-3.1% | $2,545+8.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |