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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 | $50,017 | $53,412-6.4% | $68,509-27.0% | $52,331-4.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 18.76% | 3.42%+15.3pp | 8.27%+10.5pp | 4.54%+14.2pp |
| Employer contribution / active EE | $5,271 | $1,607+228.0% | $2,278+131.4% | $1,882+180.1% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |