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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 | $20,202 | $64,909-68.9% | $82,312-75.5% | $62,293-67.6% |
| Participation rate | 86.2% | 74.9%+11.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 15.55% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,509 | $1,676-10.0% | $2,428-37.9% | $2,042-26.1% |
| Participant deferral / active EE | $2,315 | $3,103-25.4% | $3,706-37.5% | $3,169-26.9% |
| Admin fee / account holder | $62 | $440-85.8% | $5,608-98.9% | $479-87.0% |