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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 | $10,245 | $61,391-83.3% | $149,723-93.2% | $71,529-85.7% |
| Participation rate | 87.6% | 62.5%+25.1pp | 78.8%+8.8pp | 67.9%+19.7pp |
| Annual return | 14.51% | 35.88%-21.4pp | 134.50%-120.0pp | 28.97%-14.5pp |
| Employer contribution / active EE | $1,938 | $2,384-18.7% | $4,821-59.8% | $2,590-25.2% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $36 | $1,264-97.2% | $13,215-99.7% | $1,588-97.8% |