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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 | $23,747 | $65,582-63.8% | $64,099-63.0% | $71,495-66.8% |
| Participation rate | 98.1% | 73.2%+24.9pp | 72.3%+25.7pp | 67.9%+30.1pp |
| Annual return | 13.46% | 18.96%-5.5pp | 33.70%-20.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,004 | $2,671-62.4% | $2,748-63.5% | $2,589-61.2% |
| Participant deferral / active EE | $899 | $3,628-75.2% | $3,881-76.8% | $4,291-79.0% |
| Admin fee / account holder | $36 | $616-94.1% | $3,070-98.8% | $1,588-97.7% |