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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 | $82,093-70.2% | $379,746-93.5% | $73,412-66.6% |
| Participation rate | 98.2% | 76.8%+21.4pp | 78.4%+19.8pp | 72.2%+26.0pp |
| Annual return | 30.27% | 18.89%+11.4pp | 34.90%-4.6pp | 59.30%-29.0pp |
| Employer contribution / active EE | $3,916 | $2,847+37.6% | $3,540+10.6% | $2,234+75.3% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |