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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 | $20,323 | $75,183-73.0% | $123,894-83.6% | $55,167-63.2% |
| Participation rate | 98.4% | 72.8%+25.6pp | 81.4%+17.0pp | 69.0%+29.4pp |
| Annual return | 30.21% | 19.01%+11.2pp | 47.52%-17.3pp | 169.23%-139.0pp |
| Employer contribution / active EE | $3,074 | $2,823+8.9% | $4,617-33.4% | $1,963+56.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |