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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 | $29,895 | $138,366-78.4% | $184,185-83.8% | $80,911-63.1% |
| Participation rate | 88.6% | 83.9%+4.8pp | 86.8%+1.8pp | 67.6%+21.0pp |
| Annual return | 18.05% | 20.02%-2.0pp | 28.81%-10.8pp | 35.63%-17.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,446 | $7,074+5.2% | $9,132-18.5% | $4,297+73.3% |
| Admin fee / account holder | $57 | $10,484-99.5% | $13,909-99.6% | $6,935-99.2% |