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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 | $71,847 | $74,089-3.0% | $133,975-46.4% | $55,167+30.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 19.59% | 12.11%+7.5pp | 29.29%-9.7pp | 169.23%-149.6pp |
| Employer contribution / active EE | $1,838 | $3,064-40.0% | $5,211-64.7% | $1,963-6.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |