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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 | $21,460 | $59,220-63.8% | $96,572-77.8% | $79,389-73.0% |
| Participation rate | 81.0% | 61.9%+19.1pp | 69.8%+11.2pp | 70.7%+10.3pp |
| Annual return | 14.23% | 27.08%-12.8pp | 37.79%-23.6pp | 116.89%-102.7pp |
| Employer contribution / active EE | $1,149 | $1,216-5.5% | $2,357-51.2% | $2,428-52.7% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $659-99.0% | $6,183-99.9% | $626-99.0% |