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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 | $19,887 | $56,197-64.6% | $67,652-70.6% | $59,633-66.7% |
| Participation rate | 98.6% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | 11.36% | 18508.10%-18496.7pp | 6625.40%-6614.0pp | 2041.45%-2030.1pp |
| Employer contribution / active EE | $1,632 | $1,615+1.1% | $2,266-28.0% | $2,203-25.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21 | $3,958-99.5% | $4,821-99.6% | $4,297-99.5% |