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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 | $9,448 | $50,150-81.2% | $149,723-93.7% | $80,169-88.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 30.42% | 29.80%+0.6pp | 134.50%-104.1pp | 40.39%-10.0pp |
| Employer contribution / active EE | $1,304 | $1,868-30.2% | $4,821-72.9% | $2,978-56.2% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,215-100.0% | $145-100.0% |