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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 | $36,806-69.2% | $69,623-83.7% | $77,736-85.4% |
| Participation rate | 97.3% | 64.4%+32.9pp | 66.4%+30.9pp | 70.6%+26.7pp |
| Annual return | 22.24% | 38.81%-16.6pp | 101.23%-79.0pp | 31.26%-9.0pp |
| Employer contribution / active EE | $833 | $1,257-33.7% | $1,709-51.3% | $2,728-69.5% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $2,890-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $507-99.7% | $4,696-100.0% | $433-99.7% |