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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 | $23,070 | $78,425-70.6% | $95,956-76.0% | $79,858-71.1% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.8pp | 69.6%+29.2pp |
| Annual return | 21.65% | 19.37%+2.3pp | 91.63%-70.0pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,450 | $1,945-25.4% | $2,541-42.9% | $2,471-41.3% |
| Participant deferral / active EE | $2,112 | $3,440-38.6% | $4,167-49.3% | $3,740-43.5% |
| Admin fee / account holder | $20 | $5,622-99.7% | $6,797-99.7% | $5,306-99.6% |