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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 | $24,843 | $65,378-62.0% | $87,103-71.5% | $65,186-61.9% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.9pp | 70.2%+28.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 28.19%-28.2pp | 29.39%-29.4pp |
| Employer contribution / active EE | $12,201 | $1,823+569.4% | $2,521+383.9% | $2,177+460.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |