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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 | $20,613 | $130,052-84.2% | $86,698-76.2% | $77,906-73.5% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | 4.67% | -12.73%+17.4pp | 35.95%-31.3pp | 12.16%-7.5pp |
| Employer contribution / active EE | $2,904 | $3,214-9.6% | $2,837+2.4% | $2,846+2.0% |
| Participant deferral / active EE | $7,505 | $5,741+30.7% | $4,656+61.2% | $4,805+56.2% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |