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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 | $10,502 | $50,106-79.0% | $69,779-85.0% | $57,658-81.8% |
| Participation rate | 92.1% | 70.9%+21.3pp | 71.8%+20.3pp | 70.2%+21.9pp |
| Annual return | 12.66% | 14.58%-1.9pp | 12.99%-0.3pp | 5.13%+7.5pp |
| Employer contribution / active EE | $1,157 | $1,739-33.5% | $2,338-50.5% | $1,974-41.4% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |