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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 | $22,034 | $70,917-68.9% | $98,920-77.7% | $73,497-70.0% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.9pp |
| Annual return | 15.80% | 34.18%-18.4pp | 196.47%-180.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $981 | $2,037-51.8% | $2,689-63.5% | $2,270-56.8% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |