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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 | $6,361 | $65,092-90.2% | $143,799-95.6% | $66,938-90.5% |
| Participation rate | 86.3% | 65.2%+21.1pp | 80.3%+6.0pp | 69.8%+16.5pp |
| Annual return | -16.91% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $738 | $2,362-68.7% | $4,952-85.1% | $2,545-71.0% |
| Participant deferral / active EE | $1,473 | $2,920-49.5% | $5,638-73.9% | $4,238-65.2% |
| Admin fee / account holder | $32 | $502-93.5% | $14,677-99.8% | $594-94.5% |