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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 | $16,914 | $106,247-84.1% | $147,096-88.5% | $77,714-78.2% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 25.02% | 56.87%-31.8pp | 419.75%-394.7pp | 31.26%-6.2pp |
| Employer contribution / active EE | $2,134 | $4,069-47.6% | $4,936-56.8% | $2,727-21.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |