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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 | $19,760 | $70,002-71.8% | $115,038-82.8% | $52,331-62.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.93% | 4.04%-2.1pp | 26.14%-24.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,846 | $2,715+4.8% | $4,608-38.2% | $1,882+51.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-99.9% | $8,175-100.0% | $592-99.9% |