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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 | $95,417-69.0% | $135,974-78.2% | $74,460-60.3% |
| Participation rate | 79.6% | 78.2%+1.3pp | 81.9%-2.4pp | 70.7%+8.8pp |
| Annual return | 25.44% | 32.76%-7.3pp | 68.30%-42.9pp | 34.38%-8.9pp |
| Employer contribution / active EE | $4,204 | $3,878+8.4% | $4,859-13.5% | $2,638+59.4% |
| Participant deferral / active EE | $7,815 | $7,789+0.3% | $7,760+0.7% | $4,530+72.5% |
| Admin fee / account holder | $6 | $266-97.7% | $10,767-99.9% | $348-98.2% |