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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 | $42,701 | $60,989-30.0% | $60,919-29.9% | $66,949-36.2% |
| Participation rate | 96.0% | 74.5%+21.5pp | 73.1%+22.9pp | 69.8%+26.2pp |
| Annual return | -14.73% | -9.60%-5.1pp | 16.96%-31.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $3,406 | $2,661+28.0% | $2,704+26.0% | $2,545+33.8% |
| Participant deferral / active EE | $743 | $3,615-79.5% | $3,814-80.5% | $4,239-82.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |