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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 | $12,666 | $104,336-87.9% | $159,455-92.1% | $86,813-85.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 33.54% | 26.32%+7.2pp | 263.63%-230.1pp | 97.93%-64.4pp |
| Employer contribution / active EE | $1,929 | $3,451-44.1% | $4,830-60.1% | $2,406-19.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $8 | $172-95.2% | $10,800-99.9% | $170-95.1% |