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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 | $17,310 | $54,590-68.3% | $81,726-78.8% | $73,497-76.4% |
| Participation rate | 92.6% | 68.3%+24.3pp | 72.0%+20.6pp | 70.7%+21.9pp |
| Annual return | 54.87% | 17.74%+37.1pp | 29.49%+25.4pp | 28.51%+26.4pp |
| Employer contribution / active EE | $1,503 | $1,636-8.1% | $4,311-65.1% | $2,270-33.8% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,160-100.0% | $513-100.0% |