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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 | $30,381 | $318,460-90.5% | $197,124-84.6% | - |
| Participation rate | 100.0% | 81.2%+18.8pp | 86.7%+13.3pp | - |
| Annual return | 26.26% | 15.33%+10.9pp | 44.34%-18.1pp | - |
| Employer contribution / active EE | $2,386 | $3,599-33.7% | $6,227-61.7% | - |
| Participant deferral / active EE | $0 | $6,762-100.0% | $9,135-100.0% | - |
| Admin fee / account holder | $0 | $8,335-100.0% | $16,298-100.0% | - |