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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 | $16,548 | $73,102-77.4% | $123,553-86.6% | $56,289-70.6% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | 7.36% | 3.01%+4.4pp | 119.21%-111.8pp | -9.96%+17.3pp |
| Employer contribution / active EE | $2,356 | $2,977-20.9% | $4,628-49.1% | $2,111+11.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |