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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 | $39,482 | $122,239-67.7% | $184,200-78.6% | $74,546-47.0% |
| Participation rate | 77.1% | 85.5%-8.4pp | 86.8%-9.7pp | 67.2%+9.9pp |
| Annual return | 13.91% | 19.95%-6.0pp | 28.80%-14.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $2,070 | $4,537-54.4% | $6,424-67.8% | $2,624-21.1% |
| Participant deferral / active EE | $6,298 | $7,139-11.8% | $9,132-31.0% | $4,347+44.9% |
| Admin fee / account holder | $118 | $1,260-90.7% | $13,907-99.2% | $1,944-93.9% |