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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 | $13,387 | $73,638-81.8% | $95,964-86.0% | $73,497-81.8% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 29.20% | 16.78%+12.4pp | 91.64%-62.4pp | 28.51%+0.7pp |
| Employer contribution / active EE | $825 | $1,863-55.7% | $2,541-67.5% | $2,270-63.7% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $482-97.5% | $6,797-99.8% | $513-97.6% |