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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 | $21,810 | $64,176-66.0% | $112,263-80.6% | $66,949-67.4% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.1%+23.2pp | 69.8%+28.4pp |
| Annual return | 36.36% | -13.80%+50.2pp | 27.49%+8.9pp | 1.57%+34.8pp |
| Employer contribution / active EE | $2,128 | $3,007-29.2% | $3,636-41.5% | $2,545-16.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $626-99.8% | $6,410-100.0% | $594-99.8% |