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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 | $36,731 | $122,063-69.9% | $184,256-80.1% | $74,478-50.7% |
| Participation rate | 91.3% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.1pp |
| Annual return | 15.59% | 19.92%-4.3pp | 28.85%-13.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $3,007 | $4,539-33.8% | $6,427-53.2% | $2,626+14.5% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |