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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% | $69,460-98.0% | $80,911-98.3% |
| Participation rate | 74.2% | 64.2%+10.0pp | 66.4%+7.7pp | 67.6%+6.5pp |
| Annual return | 14.28% | 19.08%-4.8pp | 100.80%-86.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $492 | $991-50.4% | $1,714-71.3% | $2,756-82.2% |
| Participant deferral / active EE | $1,030 | $1,839-44.0% | $2,890-64.4% | $4,297-76.0% |
| Admin fee / account holder | $6 | $2,491-99.8% | $4,695-99.9% | $6,935-99.9% |