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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 | $4,287 | $50,498-91.5% | $75,784-94.3% | $55,191-92.2% |
| Participation rate | 98.6% | 69.4%+29.2pp | 75.8%+22.8pp | 69.2%+29.5pp |
| Annual return | 15.36% | 1.80%+13.6pp | 9.68%+5.7pp | 10.78%+4.6pp |
| Employer contribution / active EE | $582 | $2,291-74.6% | $3,323-82.5% | $1,899-69.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |