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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 | $23,939 | $72,620-67.0% | $90,756-73.6% | $66,930-64.2% |
| Participation rate | 98.7% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.9pp |
| Annual return | 7.93% | -12.28%+20.2pp | -12.16%+20.1pp | 1.57%+6.4pp |
| Employer contribution / active EE | $2,537 | $2,369+7.1% | $2,922-13.2% | $2,545-0.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-99.9% |