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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 | $20,688 | $20,6880% | $192,069-89.2% | $50,876-59.3% |
| Participation rate | 95.1% | 19.0%+76.0pp | 13.2%+81.9pp | 15.7%+79.3pp |
| Annual return | -2.07% | -1.80%-0.3pp | -0.79%-1.3pp | -7.14%+5.1pp |
| Employer contribution / active EE | $5,246 | $5,801-9.6% | $28,419-81.5% | $14,613-64.1% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $60-100.0% |
| Admin fee / account holder | $96 | $960% | $6,324-98.5% | $1,191-91.9% |