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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 | $25,262 | $76,112-66.8% | $96,534-73.8% | $71,511-64.7% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+27.9pp |
| Annual return | 18.48% | 22.81%-4.3pp | 25.88%-7.4pp | 28.86%-10.4pp |
| Employer contribution / active EE | $772 | $2,248-65.7% | $2,965-74.0% | $2,589-70.2% |
| Participant deferral / active EE | $4,637 | $4,217+10.0% | $4,851-4.4% | $4,291+8.1% |
| Admin fee / account holder | $57 | $2,708-97.9% | $8,253-99.3% | $1,588-96.4% |