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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 | $99,151 | $91,517+8.3% | $101,275-2.1% | $73,412+35.1% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | 27.80% | 17.17%+10.6pp | 46.48%-18.7pp | 59.30%-31.5pp |
| Employer contribution / active EE | $1,230 | $2,877-57.2% | $3,660-66.4% | $2,234-44.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |