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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 | $19,976 | $69,977-71.5% | $108,582-81.6% | $62,881-68.2% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.7pp | 69.3%+25.0pp |
| Annual return | 16.06% | 10.73%+5.3pp | -51.70%+67.8pp | 20.14%-4.1pp |
| Employer contribution / active EE | $3,466 | $2,135+62.3% | $3,758-7.8% | $2,281+52.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |