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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 | $9,656 | $52,279-81.5% | $89,435-89.2% | $79,856-87.9% |
| Participation rate | 97.1% | 57.5%+39.6pp | 68.0%+29.1pp | 69.6%+27.5pp |
| Annual return | 24.69% | 22.16%+2.5pp | 245.55%-220.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $843 | $1,572-46.4% | $2,587-67.4% | $2,471-65.9% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6 | $3,356-99.8% | $4,884-99.9% | $5,306-99.9% |