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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 | $14,155 | $68,408-79.3% | $57,196-75.3% | $57,658-75.5% |
| Participation rate | 90.2% | 79.1%+11.0pp | 75.3%+14.9pp | 70.2%+20.0pp |
| Annual return | 9.89% | 8.51%+1.4pp | 14.59%-4.7pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,217 | $2,869-57.6% | $2,683-54.6% | $1,974-38.3% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |