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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 | $15,253 | $106,236-85.6% | $112,258-86.4% | $64,814-76.5% |
| Participation rate | 98.5% | 71.7%+26.9pp | 75.1%+23.5pp | 71.5%+27.1pp |
| Annual return | 18.19% | -6.02%+24.2pp | 27.47%-9.3pp | 32.84%-14.6pp |
| Employer contribution / active EE | $1,471 | $3,166-53.6% | $3,636-59.6% | $2,507-41.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |