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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 | $13,445 | $99,201-86.4% | $96,544-86.1% | $74,473-81.9% |
| Participation rate | 98.3% | 80.7%+17.7pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 0.00% | 22.40%-22.4pp | 25.88%-25.9pp | 34.36%-34.4pp |
| Employer contribution / active EE | $13,370 | $2,570+420.2% | $2,966+350.7% | $2,638+406.8% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |