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 | $11,482 | $141,418-91.9% | $94,677-87.9% | $96,393-88.1% |
| Participation rate | 95.0% | 86.8%+8.2pp | 80.8%+14.2pp | 71.3%+23.8pp |
| Annual return | 18.26% | 21.96%-3.7pp | 156.95%-138.7pp | 22.88%-4.6pp |
| Employer contribution / active EE | $1,794 | $4,361-58.9% | $3,673-51.2% | $3,239-44.6% |
| Participant deferral / active EE | $0 | $10,695-100.0% | $7,418-100.0% | $5,455-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $7,222-100.0% | $74-100.0% |