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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 | $21,270 | $115,814-81.6% | $105,223-79.8% | - |
| Participation rate | 94.8% | 57.0%+37.8pp | 75.0%+19.7pp | - |
| Annual return | 71.35% | 16.00%+55.4pp | 180.65%-109.3pp | - |
| Employer contribution / active EE | $2,276 | $2,099+8.4% | $3,689-38.3% | - |
| Participant deferral / active EE | $0 | $3,710-100.0% | $5,072-100.0% | - |
| Admin fee / account holder | $1 | $7,174-100.0% | $8,859-100.0% | - |