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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 | $113,293-69.0% | $67,511-48.0% | $199,768-82.4% |
| Participation rate | 95.1% | 73.3%+21.8pp | 72.9%+22.3pp | 72.0%+23.1pp |
| Annual return | 35.14% | 15.88%+19.3pp | 3517.41%-3482.3pp | 34.26%+0.9pp |
| Employer contribution / active EE | $4,257 | $3,401+25.2% | $2,733+55.8% | $3,037+40.2% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $3,999-100.0% | $269-100.0% |