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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 | $18,581 | $95,417-80.5% | $135,974-86.3% | $74,460-75.0% |
| Participation rate | 98.6% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 68.44% | 32.76%+35.7pp | 68.30%+0.1pp | 34.38%+34.1pp |
| Employer contribution / active EE | $1,933 | $3,878-50.1% | $4,859-60.2% | $2,638-26.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $4 | $266-98.6% | $10,767-100.0% | $348-98.9% |