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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 | $19,723 | $65,092-69.7% | $143,799-86.3% | $66,938-70.5% |
| Participation rate | 75.3% | 65.2%+10.1pp | 80.3%-5.0pp | 69.8%+5.5pp |
| Annual return | -14.09% | -11.14%-3.0pp | -0.04%-14.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $850 | $2,362-64.0% | $4,952-82.8% | $2,545-66.6% |
| Participant deferral / active EE | $898 | $2,920-69.3% | $5,638-84.1% | $4,238-78.8% |
| Admin fee / account holder | $11 | $502-97.9% | $14,677-99.9% | $594-98.2% |