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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 | $26,563 | $81,948-67.6% | $90,766-70.7% | $64,824-59.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 11.34% | -12.53%+23.9pp | -12.16%+23.5pp | 32.84%-21.5pp |
| Employer contribution / active EE | $4,180 | $3,067+36.3% | $2,922+43.1% | $2,507+66.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |