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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 | $13,787 | $60,788-77.3% | $85,709-83.9% | $79,391-82.6% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 12.40% | 16.57%-4.2pp | 21.49%-9.1pp | 116.88%-104.5pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,195 | $2,920-59.1% | $3,924-69.5% | $4,046-70.5% |
| Admin fee / account holder | $9 | $439-97.9% | $6,876-99.9% | $627-98.5% |