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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 | $81,276-96.5% | $155,574-98.2% | $80,925-96.5% |
| Participation rate | 96.5% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 19.21% | 33.36%-14.2pp | 64.87%-45.7pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,181 | $3,103-61.9% | $4,676-74.7% | $2,756-57.1% |
| Participant deferral / active EE | $1,395 | $3,453-59.6% | $5,629-75.2% | $4,299-67.5% |
| Admin fee / account holder | $16 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |