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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 | $12,085 | $48,064-74.9% | $78,778-84.7% | $69,631-82.6% |
| Participation rate | 93.0% | 61.6%+31.4pp | 69.2%+23.8pp | 70.7%+22.3pp |
| Annual return | 24.08% | 21.81%+2.3pp | 35.62%-11.5pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $3,453 | $744+364.4% | $1,986+73.9% | $2,032+69.9% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |