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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 | $6,660 | $50,919-86.9% | $155,556-95.7% | $77,762-91.4% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 11.82% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $422 | $1,991-78.8% | $4,675-91.0% | $2,728-84.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |