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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 | $18,830 | $69,511-72.9% | $94,664-80.1% | $71,511-73.7% |
| Participation rate | 77.7% | 78.4%-0.7pp | 80.8%-3.1pp | 67.9%+9.8pp |
| Annual return | 25.85% | 29.67%-3.8pp | 156.84%-131.0pp | 28.86%-3.0pp |
| Employer contribution / active EE | $3,124 | $2,853+9.5% | $3,673-14.9% | $2,589+20.7% |
| Participant deferral / active EE | $5,491 | $7,348-25.3% | $7,417-26.0% | $4,291+28.0% |
| Admin fee / account holder | $87 | $1,211-92.8% | $7,222-98.8% | $1,588-94.5% |