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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 | $2,848 | $81,358-96.5% | $155,556-98.2% | $80,959-96.5% |
| Participation rate | 96.5% | 66.3%+30.2pp | 78.2%+18.3pp | 67.7%+28.8pp |
| Annual return | 19.21% | 33.39%-14.2pp | 64.84%-45.6pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,181 | $3,106-62.0% | $4,675-74.7% | $2,757-57.2% |
| Participant deferral / active EE | $1,395 | $3,455-59.6% | $5,631-75.2% | $4,300-67.6% |
| Admin fee / account holder | $16 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |