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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 | $24,285 | $91,424-73.4% | $135,942-82.1% | $71,495-66.0% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 38.49% | 29.90%+8.6pp | 68.28%-29.8pp | 28.85%+9.6pp |
| Employer contribution / active EE | $3,885 | $3,704+4.9% | $4,858-20.0% | $2,589+50.0% |
| Participant deferral / active EE | $7,597 | $7,092+7.1% | $7,759-2.1% | $4,291+77.0% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,764-99.8% | $1,588-98.5% |