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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 | $9,634 | $59,191-83.7% | $76,767-87.5% | $56,289-82.9% |
| Participation rate | 78.1% | 75.2%+2.9pp | 77.0%+1.1pp | 69.9%+8.3pp |
| Annual return | 48.80% | 6.62%+42.2pp | 2.43%+46.4pp | -9.96%+58.8pp |
| Employer contribution / active EE | $673 | $1,759-61.7% | $2,485-72.9% | $2,111-68.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |