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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 | $1,370 | $25,014-94.5% | $69,623-98.0% | $80,935-98.3% |
| Participation rate | 74.2% | 64.2%+9.9pp | 66.4%+7.7pp | 67.7%+6.5pp |
| Annual return | 14.28% | 19.08%-4.8pp | 101.23%-86.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $492 | $991-50.4% | $1,709-71.2% | $2,757-82.2% |
| Participant deferral / active EE | $1,030 | $1,840-44.0% | $2,890-64.4% | $4,299-76.0% |
| Admin fee / account holder | $6 | $2,491-99.8% | $4,696-99.9% | $6,924-99.9% |