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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 | $7,674 | $106,236-92.8% | $112,258-93.2% | $64,814-88.2% |
| Participation rate | 87.6% | 71.7%+16.0pp | 75.1%+12.6pp | 71.5%+16.2pp |
| Annual return | -4.96% | -6.02%+1.1pp | 27.47%-32.4pp | 32.84%-37.8pp |
| Employer contribution / active EE | $2,421 | $3,166-23.5% | $3,636-33.4% | $2,507-3.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |