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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 | $9,785 | $62,324-84.3% | $68,509-85.7% | $55,191-82.3% |
| Participation rate | 99.4% | 78.9%+20.6pp | 74.7%+24.7pp | 69.2%+30.3pp |
| Annual return | 0.00% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $9,785 | $2,223+340.2% | $2,278+329.6% | $1,899+415.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |