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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,073 | $62,583-0.8% | $76,767-19.1% | $64,173-3.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 29.19% | -1.95%+31.1pp | 2.43%+26.8pp | 7.63%+21.6pp |
| Employer contribution / active EE | $4,662 | $1,832+154.4% | $2,485+87.6% | $2,381+95.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |