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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 | $40,517 | $110,258-63.3% | $102,460-60.5% | $200,096-79.8% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 16.69% | 35.78%-19.1pp | 29.47%-12.8pp | 34.26%-17.6pp |
| Employer contribution / active EE | $2,214 | $3,605-38.6% | $3,025-26.8% | $3,038-27.1% |
| Participant deferral / active EE | $4,588 | $6,377-28.1% | $5,056-9.3% | $5,090-9.9% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |