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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 | $32,145 | $128,603-75.0% | $197,124-83.7% | $67,986-52.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 86.7%+5.0pp | 57.2%+34.5pp |
| Annual return | 15.45% | 23.77%-8.3pp | 44.34%-28.9pp | 31.67%-16.2pp |
| Employer contribution / active EE | $2,686 | $4,379-38.7% | $6,227-56.9% | $2,019+33.1% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |