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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 | $89,067-84.8% | $102,423-86.7% | $77,714-82.5% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.0pp |
| Annual return | 0.00% | 25.01%-25.0pp | 29.42%-29.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $8,997 | $2,699+233.3% | $3,023+197.6% | $2,727+230.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |