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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 | $18,590 | $99,994-81.4% | $146,643-87.3% | $85,847-78.3% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 17.43% | 18.93%-1.5pp | 22.75%-5.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $2,104 | $2,559-17.8% | $4,137-49.1% | $2,565-18.0% |
| Participant deferral / active EE | $4,858 | $4,006+21.3% | $5,506-11.8% | $3,952+22.9% |
| Admin fee / account holder | $18 | $7,703-99.8% | $10,280-99.8% | $6,261-99.7% |