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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 | $127,038 | $89,652+41.7% | $141,197-10.0% | $65,186+94.9% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.3pp | 70.2%+28.6pp |
| Annual return | 21.64% | 32.79%-11.2pp | 71.41%-49.8pp | 29.39%-7.7pp |
| Employer contribution / active EE | $6,608 | $3,065+115.6% | $4,736+39.5% | $2,177+203.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |