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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 | $17,906 | $64,286-72.1% | $90,970-80.3% | $73,412-75.6% |
| Participation rate | 93.3% | 63.6%+29.8pp | 69.0%+24.3pp | 72.2%+21.2pp |
| Annual return | 13.94% | 21.46%-7.5pp | 134.60%-120.7pp | 59.30%-45.4pp |
| Employer contribution / active EE | $3,176 | $895+255.0% | $2,122+49.7% | $2,234+42.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $5 | $287-98.3% | $5,961-99.9% | $158-96.9% |