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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 | $10,628 | $37,044-71.3% | $71,796-85.2% | $57,658-81.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 11.37% | 12.64%-1.3pp | 78.04%-66.7pp | 5.13%+6.2pp |
| Employer contribution / active EE | $1,047 | $720+45.4% | $1,924-45.6% | $1,974-46.9% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |