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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 | $27,002 | $66,813-59.6% | $100,535-73.1% | $73,497-63.3% |
| Participation rate | 97.2% | 77.5%+19.7pp | 79.4%+17.7pp | 70.7%+26.5pp |
| Annual return | 36.20% | 25.70%+10.5pp | 30.90%+5.3pp | 28.51%+7.7pp |
| Employer contribution / active EE | $6,103 | $2,147+184.3% | $3,419+78.5% | $2,270+168.8% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $8,085-100.0% | $513-100.0% |