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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 | $224,134 | $57,103+292.5% | $87,502+156.1% | $57,658+288.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 10.33% | 12.71%-2.4pp | 12.21%-1.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $6,845 | $1,107+518.2% | $2,550+168.5% | $1,974+246.8% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $4,221-100.0% | $95-100.0% |