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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 | $27,644 | $70,667-60.9% | $123,105-77.5% | $52,331-47.2% |
| Participation rate | 99.4% | 83.7%+15.7pp | 86.8%+12.6pp | 68.1%+31.3pp |
| Annual return | 5.85% | 6.23%-0.4pp | 13.22%-7.4pp | 4.54%+1.3pp |
| Employer contribution / active EE | $3,133 | $2,946+6.3% | $5,151-39.2% | $1,882+66.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $26 | $506-94.8% | $9,014-99.7% | $592-95.5% |