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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 | $21,037 | $60,989-65.5% | $60,906-65.5% | $66,938-68.6% |
| Participation rate | 99.0% | 74.5%+24.6pp | 73.1%+25.9pp | 69.8%+29.2pp |
| Annual return | -14.15% | -9.60%-4.5pp | 16.94%-31.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $893 | $2,661-66.4% | $2,703-67.0% | $2,545-64.9% |
| Participant deferral / active EE | $915 | $3,615-74.7% | $3,814-76.0% | $4,238-78.4% |
| Admin fee / account holder | $24 | $338-93.0% | $3,227-99.3% | $594-96.0% |