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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 | $7,261 | $56,540-87.2% | $185,849-96.1% | $86,821-91.6% |
| Participation rate | 80.9% | 65.5%+15.4pp | 81.7%-0.8pp | 72.3%+8.6pp |
| Annual return | 16.92% | 118.20%-101.3pp | 122.10%-105.2pp | 97.94%-81.0pp |
| Employer contribution / active EE | $1,219 | $1,844-33.9% | $5,169-76.4% | $2,406-49.4% |
| Participant deferral / active EE | $1,344 | $2,555-47.4% | $5,569-75.9% | $4,132-67.5% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |