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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 | $2,135 | $55,932-96.2% | $76,735-97.2% | $67,986-96.9% |
| Participation rate | 71.9% | 50.8%+21.1pp | 69.5%+2.4pp | 57.2%+14.7pp |
| Annual return | 22.25% | 23.10%-0.9pp | 29.77%-7.5pp | 31.67%-9.4pp |
| Employer contribution / active EE | $643 | $1,487-56.7% | $2,454-73.8% | $2,019-68.1% |
| Participant deferral / active EE | $1,478 | $2,558-42.2% | $4,088-63.9% | $3,358-56.0% |
| Admin fee / account holder | $11 | $4,907-99.8% | $7,189-99.9% | $3,203-99.7% |