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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 | $3,302 | $30,599-89.2% | $74,577-95.6% | $57,658-94.3% |
| Participation rate | 97.2% | 49.1%+48.0pp | 68.1%+29.1pp | 70.2%+26.9pp |
| Annual return | 7.67% | 14.24%-6.6pp | 20.47%-12.8pp | 5.13%+2.5pp |
| Employer contribution / active EE | $153 | $1,000-84.7% | $2,525-93.9% | $1,974-92.2% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-99.7% | $4,138-100.0% | $95-99.7% |