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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 | $8,390 | $58,828-85.7% | $78,002-89.2% | $62,881-86.7% |
| Participation rate | 94.9% | 71.1%+23.9pp | 75.5%+19.4pp | 69.3%+25.6pp |
| Annual return | 14.61% | 17.16%-2.6pp | 425.99%-411.4pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,177 | $1,672-29.6% | $2,470-52.3% | $2,281-48.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |