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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 | $29,582 | $95,369-69.0% | $135,942-78.2% | $74,440-60.3% |
| Participation rate | 79.6% | 78.2%+1.3pp | 81.9%-2.3pp | 70.7%+8.8pp |
| Annual return | 25.44% | 32.72%-7.3pp | 68.28%-42.8pp | 34.37%-8.9pp |
| Employer contribution / active EE | $4,204 | $3,878+8.4% | $4,858-13.5% | $2,638+59.4% |
| Participant deferral / active EE | $7,815 | $7,788+0.3% | $7,759+0.7% | $4,529+72.6% |
| Admin fee / account holder | $6 | $266-97.7% | $10,764-99.9% | $348-98.2% |