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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 | $8,346 | $50,919-83.6% | $155,556-94.6% | $77,762-89.3% |
| Participation rate | 95.6% | 63.1%+32.6pp | 78.2%+17.4pp | 70.6%+25.1pp |
| Annual return | 19.99% | 34.84%-14.8pp | 64.84%-44.9pp | 31.27%-11.3pp |
| Employer contribution / active EE | $1,375 | $1,991-31.0% | $4,675-70.6% | $2,728-49.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |