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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 | $4,237 | $70,002-93.9% | $115,038-96.3% | $52,331-91.9% |
| Participation rate | 98.7% | 72.1%+26.6pp | 81.4%+17.4pp | 68.1%+30.6pp |
| Annual return | 12.37% | 4.04%+8.3pp | 26.14%-13.8pp | 4.54%+7.8pp |
| Employer contribution / active EE | $479 | $2,715-82.3% | $4,608-89.6% | $1,882-74.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $16 | $566-97.2% | $8,175-99.8% | $592-97.3% |