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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 | $13,232 | $50,820-74.0% | $155,567-91.5% | $77,671-83.0% |
| Participation rate | 94.1% | 63.1%+31.0pp | 78.2%+15.9pp | 70.6%+23.6pp |
| Annual return | 20.50% | 34.85%-14.3pp | 64.74%-44.2pp | 31.21%-10.7pp |
| Employer contribution / active EE | $533 | $1,993-73.3% | $4,674-88.6% | $2,726-80.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,916-100.0% | $430-100.0% |