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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 | $22,541 | $101,955-77.9% | $112,899-80.0% | $71,495-68.5% |
| Participation rate | 81.8% | 82.1%-0.3pp | 80.5%+1.3pp | 67.9%+13.9pp |
| Annual return | 25.10% | 28.92%-3.8pp | 34.11%-9.0pp | 28.85%-3.7pp |
| Employer contribution / active EE | $2,499 | $4,743-47.3% | $4,566-45.3% | $2,589-3.5% |
| Participant deferral / active EE | $4,555 | $6,771-32.7% | $6,516-30.1% | $4,291+6.2% |
| Admin fee / account holder | $28 | $1,395-98.0% | $7,047-99.6% | $1,588-98.2% |