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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 | $10,045 | $62,561-83.9% | $105,218-90.5% | $52,331-80.8% |
| Participation rate | 97.4% | 70.4%+27.0pp | 77.2%+20.2pp | 68.1%+29.3pp |
| Annual return | 13.18% | 8.71%+4.5pp | 5.33%+7.8pp | 4.54%+8.6pp |
| Employer contribution / active EE | $506 | $2,137-76.3% | $3,255-84.5% | $1,882-73.1% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |