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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 | $34,964 | $145,174-75.9% | $182,262-80.8% | $69,255-49.5% |
| Participation rate | 98.3% | 77.3%+21.1pp | 84.2%+14.1pp | 69.0%+29.3pp |
| Annual return | 226.22% | 24.21%+202.0pp | 140.60%+85.6pp | 26.73%+199.5pp |
| Employer contribution / active EE | $13,843 | $4,864+184.6% | $5,046+174.3% | $2,645+423.3% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $4 | $791-99.5% | $16,712-100.0% | $733-99.4% |