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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 | $7,076 | $67,672-89.5% | $155,567-95.5% | $99,061-92.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.2%+21.8pp | 71.6%+28.4pp |
| Annual return | 14.05% | 16.16%-2.1pp | 64.74%-50.7pp | 17.66%-3.6pp |
| Employer contribution / active EE | $342 | $2,262-84.9% | $4,674-92.7% | $3,261-89.5% |
| Participant deferral / active EE | $934 | $3,827-75.6% | $5,628-83.4% | $5,331-82.5% |
| Admin fee / account holder | $28 | $94-70.0% | $15,916-99.8% | $109-74.2% |