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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 | $26,997 | $102,661-73.7% | $151,645-82.2% | $66,949-59.7% |
| Participation rate | 73.1% | 85.5%-12.5pp | 87.5%-14.4pp | 69.8%+3.2pp |
| Annual return | -11.04% | -10.81%-0.2pp | 3.34%-14.4pp | 1.57%-12.6pp |
| Employer contribution / active EE | $3,301 | $4,184-21.1% | $6,165-46.5% | $2,545+29.7% |
| Participant deferral / active EE | $5,031 | $6,645-24.3% | $8,363-39.8% | $4,239+18.7% |
| Admin fee / account holder | $11 | $630-98.2% | $11,614-99.9% | $594-98.1% |