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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 | $24,497 | $66,457-63.1% | $81,438-69.9% | $77,671-68.5% |
| Participation rate | 94.5% | 68.7%+25.8pp | 69.5%+25.0pp | 70.6%+23.9pp |
| Annual return | 22.91% | 15.93%+7.0pp | 24.74%-1.8pp | 31.21%-8.3pp |
| Employer contribution / active EE | $1,640 | $2,159-24.0% | $2,460-33.3% | $2,726-39.8% |
| Participant deferral / active EE | $5,141 | $3,679+39.7% | $3,883+32.4% | $4,648+10.6% |
| Admin fee / account holder | $7 | $583-98.8% | $5,764-99.9% | $430-98.3% |