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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 | $37,985 | $70,002-45.7% | $115,038-67.0% | $52,331-27.4% |
| Participation rate | 98.8% | 72.1%+26.7pp | 81.4%+17.4pp | 68.1%+30.7pp |
| Annual return | 4.07% | 4.04%0pp | 26.14%-22.1pp | 4.54%-0.5pp |
| Employer contribution / active EE | $3,827 | $2,715+41.0% | $4,608-16.9% | $1,882+103.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |