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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 | $19,067 | $80,753-76.4% | $136,298-86.0% | $62,293-69.4% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 18.51% | 35.83%-17.3pp | 5156.27%-5137.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,061 | $2,884-28.5% | $4,696-56.1% | $2,042+0.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |