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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 | $18,314 | $98,780-81.5% | $60,906-69.9% | $77,906-76.5% |
| Participation rate | 98.5% | 76.7%+21.8pp | 73.1%+25.4pp | 73.7%+24.8pp |
| Annual return | 10.11% | -11.56%+21.7pp | 16.94%-6.8pp | 12.16%-2.0pp |
| Employer contribution / active EE | $2,883 | $3,605-20.0% | $2,703+6.7% | $2,846+1.3% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,227-100.0% | $133-100.0% |