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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 | $132,136 | $66,319+99.2% | $93,621+41.1% | $65,186+102.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 27.90% | 42.59%-14.7pp | 32.76%-4.9pp | 29.39%-1.5pp |
| Employer contribution / active EE | $11,080 | $2,013+450.5% | $2,719+307.6% | $2,177+409.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $18 | $6,900-99.7% | $7,890-99.8% | $847-97.9% |