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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 | $94,087 | $78,419+20.0% | $133,971-29.8% | $73,412+28.2% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.3pp | 72.2%+27.0pp |
| Annual return | 60.08% | 33.35%+26.7pp | 45.09%+15.0pp | 59.30%+0.8pp |
| Employer contribution / active EE | $1,704 | $2,044-16.6% | $3,919-56.5% | $2,234-23.7% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,929-100.0% | $158-100.0% |