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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 | $30,323 | $74,089-59.1% | $133,975-77.4% | $55,167-45.0% |
| Participation rate | 96.9% | 84.3%+12.7pp | 87.1%+9.9pp | 69.0%+28.0pp |
| Annual return | 13.89% | 12.11%+1.8pp | 29.29%-15.4pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,145 | $3,064-62.6% | $5,211-78.0% | $1,963-41.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |