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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 | $28,553 | $104,336-72.6% | $159,474-82.1% | $86,821-67.1% |
| Participation rate | 88.5% | 77.7%+10.7pp | 82.8%+5.6pp | 72.3%+16.2pp |
| Annual return | 20.58% | 26.32%-5.7pp | 263.68%-243.1pp | 97.94%-77.4pp |
| Employer contribution / active EE | $3,202 | $3,451-7.2% | $4,831-33.7% | $2,406+33.1% |
| Participant deferral / active EE | $5,838 | $6,837-14.6% | $7,353-20.6% | $4,132+41.3% |
| Admin fee / account holder | $5 | $172-97.3% | $10,802-100.0% | $170-97.2% |