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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 | $15,858 | $50,464-68.6% | $75,784-79.1% | $52,331-69.7% |
| Participation rate | 95.6% | 66.8%+28.8pp | 75.8%+19.8pp | 68.1%+27.5pp |
| Annual return | 26.47% | 1.03%+25.4pp | 9.68%+16.8pp | 4.54%+21.9pp |
| Employer contribution / active EE | $1,033 | $1,988-48.1% | $3,323-68.9% | $1,882-45.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |