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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 | $16,134 | $57,384-71.9% | $106,387-84.8% | $56,287-71.3% |
| Participation rate | 98.1% | 71.3%+26.8pp | 77.5%+20.7pp | 69.9%+28.3pp |
| Annual return | 10.15% | 5.91%+4.2pp | 0.25%+9.9pp | -9.96%+20.1pp |
| Employer contribution / active EE | $748 | $2,348-68.2% | $3,520-78.8% | $2,111-64.6% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |