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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 | $5,814 | $57,073-89.8% | $85,126-93.2% | $80,925-92.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.32% | 21.69%-5.4pp | 66.63%-50.3pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,381 | $1,801-23.3% | $2,731-49.4% | $2,756-49.9% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $38 | $4,988-99.2% | $6,160-99.4% | $6,940-99.4% |