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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 | $21,709 | $91,692-76.3% | $67,561-67.9% | $77,714-72.1% |
| Participation rate | 99.4% | 76.0%+23.3pp | 72.9%+26.5pp | 70.6%+28.8pp |
| Annual return | 16.50% | 14.88%+1.6pp | 3525.44%-3508.9pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,826 | $3,188-11.3% | $2,735+3.3% | $2,727+3.6% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $245-100.0% | $4,006-100.0% | $433-100.0% |