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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 | $14,249 | $61,166-76.7% | $185,849-92.3% | $79,391-82.1% |
| Participation rate | 72.1% | 66.6%+5.5pp | 81.7%-9.6pp | 70.7%+1.4pp |
| Annual return | 15.50% | 19.45%-4.0pp | 122.10%-106.6pp | 116.88%-101.4pp |
| Employer contribution / active EE | $648 | $2,321-72.1% | $5,169-87.5% | $2,428-73.3% |
| Participant deferral / active EE | $2,040 | $2,789-26.9% | $5,569-63.4% | $4,046-49.6% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |