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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 | $22,711 | $122,258-81.4% | $199,883-88.6% | $64,097-64.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 86.8%+13.2pp | 55.2%+44.8pp |
| Annual return | 17.51% | 24.91%-7.4pp | 43.81%-26.3pp | 34.64%-17.1pp |
| Employer contribution / active EE | $2,971 | $4,242-30.0% | $6,261-52.6% | $1,891+57.1% |
| Participant deferral / active EE | $0 | $6,258-100.0% | $9,138-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,882-100.0% | $17,268-100.0% | $3,454-100.0% |