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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 | $28,755 | $74,552-61.4% | $63,018-54.4% | $69,631-58.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.00% | 15.77%-2.8pp | 87.62%-74.6pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,930 | $2,929-34.1% | $2,761-30.1% | $2,032-5.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $292 | $59+391.3% | $3,601-91.9% | $110+164.3% |