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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 | $26,574 | $76,112-65.1% | $96,544-72.5% | $71,529-62.8% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 35.54% | 22.80%+12.7pp | 25.88%+9.7pp | 28.97%+6.6pp |
| Employer contribution / active EE | $8,531 | $2,248+279.5% | $2,966+187.6% | $2,590+229.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |