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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 | $29,063 | $82,028-64.6% | $123,105-76.4% | $59,633-51.3% |
| Participation rate | 99.0% | 83.2%+15.8pp | 86.8%+12.2pp | 68.7%+30.3pp |
| Annual return | 10.63% | 5.12%+5.5pp | 13.22%-2.6pp | 2041.45%-2030.8pp |
| Employer contribution / active EE | $1,689 | $3,297-48.8% | $5,151-67.2% | $2,203-23.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |