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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 | $15,261 | $47,180-67.7% | $149,723-89.8% | $74,473-79.5% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.8pp | 70.7%+22.9pp |
| Annual return | 15.96% | 22.75%-6.8pp | 134.50%-118.5pp | 34.36%-18.4pp |
| Employer contribution / active EE | $2,889 | $1,907+51.5% | $4,821-40.1% | $2,638+9.5% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $343-98.3% | $13,215-100.0% | $347-98.3% |