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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 | $5,137 | $39,286-86.9% | $80,741-93.6% | $79,391-93.5% |
| Participation rate | 98.8% | 41.0%+57.8pp | 54.2%+44.6pp | 70.7%+28.1pp |
| Annual return | 17.23% | 98.95%-81.7pp | 87.30%-70.1pp | 116.88%-99.7pp |
| Employer contribution / active EE | $312 | $594-47.5% | $1,160-73.1% | $2,428-87.2% |
| Participant deferral / active EE | $1,617 | $1,264+28.0% | $2,145-24.6% | $4,046-60.0% |
| Admin fee / account holder | $18 | $647-97.2% | $3,380-99.5% | $627-97.1% |