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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 | $26,313 | $82,188-68.0% | $125,391-79.0% | $64,824-59.4% |
| Participation rate | 86.5% | 77.9%+8.6pp | 82.4%+4.1pp | 71.5%+15.0pp |
| Annual return | 9.52% | 3.50%+6.0pp | 572.41%-562.9pp | 32.84%-23.3pp |
| Employer contribution / active EE | $2,741 | $3,617-24.2% | $4,816-43.1% | $2,507+9.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |