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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 | $39,744 | $106,236-62.6% | $112,263-64.6% | $64,824-38.7% |
| Participation rate | 99.7% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 0.45% | -6.02%+6.5pp | 27.49%-27.0pp | 32.84%-32.4pp |
| Employer contribution / active EE | $9,583 | $3,167+202.6% | $3,636+163.5% | $2,507+282.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-99.9% |