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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 | $27,190 | $79,124-65.6% | $60,899-55.4% | $64,814-58.0% |
| Participation rate | 82.2% | 77.7%+4.5pp | 73.1%+9.1pp | 71.5%+10.8pp |
| Annual return | 8.19% | -7.13%+15.3pp | 16.92%-8.7pp | 32.84%-24.6pp |
| Employer contribution / active EE | $1,394 | $3,050-54.3% | $2,702-48.4% | $2,507-44.4% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $3,225-100.0% | $188-100.0% |