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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 | $17,082 | $74,024-76.9% | $78,002-78.1% | $57,658-70.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 15.28% | 12.14%+3.1pp | 425.99%-410.7pp | 5.13%+10.1pp |
| Employer contribution / active EE | $1,241 | $2,365-47.5% | $2,470-49.8% | $1,974-37.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |