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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 | $19,592 | $65,453-70.1% | $86,698-77.4% | $66,938-70.7% |
| Participation rate | 97.8% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+27.9pp |
| Annual return | -17.51% | -10.89%-6.6pp | 35.95%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $772 | $2,154-64.2% | $2,837-72.8% | $2,545-69.7% |
| Participant deferral / active EE | $4,278 | $4,102+4.3% | $4,656-8.1% | $4,238+0.9% |
| Admin fee / account holder | $60 | $642-90.6% | $7,493-99.2% | $594-89.9% |