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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 | $137,592 | $50,464+172.7% | $75,784+81.6% | $52,331+162.9% |
| Participation rate | 92.9% | 66.8%+26.1pp | 75.8%+17.1pp | 68.1%+24.8pp |
| Annual return | 5.34% | 1.03%+4.3pp | 9.68%-4.3pp | 4.54%+0.8pp |
| Employer contribution / active EE | $11,332 | $1,988+469.9% | $3,323+241.0% | $1,882+502.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $49 | $1,103-95.5% | $5,300-99.1% | $592-91.7% |