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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 | $15,801 | $79,151-80.0% | $60,919-74.1% | $64,824-75.6% |
| Participation rate | 91.5% | 77.7%+13.7pp | 73.1%+18.4pp | 71.5%+20.0pp |
| Annual return | 5.01% | -7.12%+12.1pp | 16.96%-12.0pp | 32.84%-27.8pp |
| Employer contribution / active EE | $3,388 | $3,052+11.0% | $2,704+25.3% | $2,507+35.1% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $3,228-100.0% | $188-100.0% |