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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 | $57,057-89.8% | $85,009-93.2% | $80,874-92.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.32% | 21.66%-5.3pp | 66.47%-50.2pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,381 | $1,799-23.2% | $2,728-49.4% | $2,756-49.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $38 | $4,986-99.2% | $6,153-99.4% | $6,935-99.4% |