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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 | $10,820 | $82,979-87.0% | $102,383-89.4% | $77,714-86.1% |
| Participation rate | 97.0% | 71.5%+25.5pp | 74.5%+22.5pp | 70.6%+26.4pp |
| Annual return | 215.94% | 19.11%+196.8pp | 24.94%+191.0pp | 31.26%+184.7pp |
| Employer contribution / active EE | $1,872 | $3,554-47.3% | $3,870-51.6% | $2,727-31.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,391-100.0% | $433-99.9% |