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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 | $21,197 | $88,324-76.0% | $115,038-81.6% | $55,191-61.6% |
| Participation rate | 99.2% | 72.5%+26.7pp | 81.4%+17.9pp | 69.2%+30.1pp |
| Annual return | 3.55% | 6.30%-2.7pp | 26.14%-22.6pp | 10.78%-7.2pp |
| Employer contribution / active EE | $2,087 | $2,805-25.6% | $4,608-54.7% | $1,899+9.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |