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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 | $20,729 | $76,696-73.0% | $96,538-78.5% | $71,529-71.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 23.91% | 48.32%-24.4pp | 35.74%-11.8pp | 28.97%-5.1pp |
| Employer contribution / active EE | $1,364 | $3,032-55.0% | $3,740-63.5% | $2,590-47.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |