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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 | $14,890 | $70,083-78.8% | $59,899-75.1% | $55,725-73.3% |
| Participation rate | 93.9% | 78.4%+15.5pp | 74.7%+19.2pp | 70.9%+23.0pp |
| Annual return | 2.34% | 3.13%-0.8pp | 3.46%-1.1pp | 244.93%-242.6pp |
| Employer contribution / active EE | $1,032 | $2,878-64.2% | $2,723-62.1% | $2,078-50.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |