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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 | $9,563 | $45,266-78.9% | $103,693-90.8% | $65,306-85.4% |
| Participation rate | 98.1% | 53.3%+44.8pp | 72.6%+25.5pp | 57.7%+40.4pp |
| Annual return | 13.37% | 25.10%-11.7pp | 47.61%-34.2pp | 21.94%-8.6pp |
| Employer contribution / active EE | $1,388 | $1,765-21.4% | $2,920-52.5% | $1,967-29.4% |
| Participant deferral / active EE | $968 | $2,099-53.9% | $4,579-78.9% | $2,959-67.3% |
| Admin fee / account holder | $12 | $3,221-99.6% | $7,858-99.8% | $3,480-99.6% |