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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 | $24,291 | $102,197-76.2% | $142,516-83.0% | $74,473-67.4% |
| Participation rate | 95.5% | 79.8%+15.6pp | 76.8%+18.7pp | 70.7%+24.7pp |
| Annual return | 58.23% | 19.73%+38.5pp | 20.03%+38.2pp | 34.36%+23.9pp |
| Employer contribution / active EE | $5,931 | $5,052+17.4% | $4,849+22.3% | $2,638+124.8% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,280-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $10,008-100.0% | $347-100.0% |