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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 | $131,172 | $84,948+54.4% | $70,492+86.1% | $73,415+78.7% |
| Participation rate | 88.3% | 79.9%+8.3pp | 75.1%+13.2pp | 72.2%+16.1pp |
| Annual return | 87.77% | 13.39%+74.4pp | 109.16%-21.4pp | 59.30%+28.5pp |
| Employer contribution / active EE | $2,859 | $2,834+0.9% | $2,738+4.4% | $2,234+28.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |