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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 | $13,576 | $89,123-84.8% | $102,460-86.7% | $77,762-82.5% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.0pp |
| Annual return | 0.00% | 25.05%-25.0pp | 29.47%-29.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $8,997 | $2,700+233.2% | $3,025+197.4% | $2,728+229.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |