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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 | $19,985 | $84,940-76.5% | $111,306-82.0% | $79,389-74.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 28.02% | 17.45%+10.6pp | 54.67%-26.6pp | 116.89%-88.9pp |
| Employer contribution / active EE | $1,200 | $1,979-39.4% | $2,732-56.1% | $2,428-50.6% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |