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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 | $10,962 | $39,973-72.6% | $79,583-86.2% | $77,906-85.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | 7.77% | 3.42%+4.3pp | 0.16%+7.6pp | 12.16%-4.4pp |
| Employer contribution / active EE | $1,565 | $1,088+43.9% | $2,414-35.1% | $2,846-45.0% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,986-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,835-100.0% | $133-100.0% |