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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 | $5,284 | $66,319-92.0% | $93,621-94.4% | $65,186-91.9% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.5pp | 70.2%+29.1pp |
| Annual return | 41.71% | 42.59%-0.9pp | 32.76%+9.0pp | 29.39%+12.3pp |
| Employer contribution / active EE | $4,166 | $2,013+107.0% | $2,719+53.2% | $2,177+91.4% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |