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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 | $35,133 | $113,568-69.1% | $67,561-48.0% | $199,921-82.4% |
| Participation rate | 95.1% | 73.3%+21.8pp | 72.9%+22.2pp | 72.0%+23.1pp |
| Annual return | 35.14% | 15.88%+19.3pp | 3525.44%-3490.3pp | 34.28%+0.9pp |
| Employer contribution / active EE | $4,257 | $3,409+24.9% | $2,735+55.7% | $3,035+40.2% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,003-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $4,006-100.0% | $269-100.0% |