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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 | $47,300 | $102,661-53.9% | $151,645-68.8% | $66,949-29.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.03% | -10.81%-4.2pp | 3.34%-18.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $4,881 | $4,184+16.7% | $6,165-20.8% | $2,545+91.8% |
| Participant deferral / active EE | $3,040 | $6,645-54.3% | $8,363-63.6% | $4,239-28.3% |
| Admin fee / account holder | $198 | $630-68.6% | $11,614-98.3% | $594-66.7% |