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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 | $33,997 | $33,520+1.4% | $329,695-89.7% | $33,520+1.4% |
| Participation rate | 95.2% | 14.3%+81.0pp | 43.4%+51.8pp | 2.1%+93.1pp |
| Annual return | 7.81% | 7.03%+0.8pp | 9.82%-2.0pp | 7.65%+0.2pp |
| Employer contribution / active EE | $6,909 | $15,106-54.3% | $30,322-77.2% | $20,582-66.4% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $88 | $193-54.4% | $53,840-99.8% | $193-54.4% |