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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 | $22,956 | $80,177-71.4% | $123,894-81.5% | $57,658-60.2% |
| Participation rate | 98.4% | 74.4%+23.9pp | 81.4%+17.0pp | 70.2%+28.2pp |
| Annual return | 15.55% | 17.90%-2.4pp | 47.52%-32.0pp | 5.13%+10.4pp |
| Employer contribution / active EE | $2,225 | $2,913-23.6% | $4,617-51.8% | $1,974+12.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |