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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 | $28,531 | $71,106-59.9% | $121,871-76.6% | $69,733-59.1% |
| Participation rate | 74.3% | 62.8%+11.5pp | 73.2%+1.1pp | 62.5%+11.8pp |
| Annual return | 16.96% | 15.43%+1.5pp | 13.57%+3.4pp | 15.22%+1.7pp |
| Employer contribution / active EE | $0 | $2,556-100.0% | $2,731-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $2,128-100.0% | $11,551-100.0% | $3,102-100.0% |