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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 | $11,339 | $36,981-69.3% | $69,701-83.7% | $77,671-85.4% |
| Participation rate | 97.3% | 64.2%+33.1pp | 66.4%+30.9pp | 70.6%+26.7pp |
| Annual return | 22.24% | 29.30%-7.1pp | 100.32%-78.1pp | 31.21%-9.0pp |
| Employer contribution / active EE | $833 | $1,267-34.2% | $1,713-51.4% | $2,726-69.4% |
| Participant deferral / active EE | $0 | $2,750-100.0% | $2,887-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $511-99.7% | $4,717-100.0% | $430-99.7% |