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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 | $25,001 | $102,661-75.6% | $151,639-83.5% | $66,938-62.7% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | 5.08% | -10.81%+15.9pp | 3.34%+1.7pp | 1.58%+3.5pp |
| Employer contribution / active EE | $1,988 | $4,184-52.5% | $6,165-67.8% | $2,545-21.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |