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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 | $18,281 | $95,542-80.9% | $69,483-73.7% | $67,582-73.0% |
| Participation rate | 88.6% | 79.4%+9.2pp | 74.6%+14.0pp | 71.3%+17.3pp |
| Annual return | 14.26% | 17.67%-3.4pp | 28.99%-14.7pp | 378.57%-364.3pp |
| Employer contribution / active EE | $3,351 | $2,989+12.1% | $2,780+20.6% | $2,148+56.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $3,841-100.0% | $142-100.0% |