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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 | $11,119 | $54,590-79.6% | $81,716-86.4% | $73,493-84.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 13.40% | 17.74%-4.3pp | 29.49%-16.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,588 | $1,636+119.3% | $4,310-16.8% | $2,270+58.1% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,159-100.0% | $513-100.0% |