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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 | $74,443 | $89,652-17.0% | $141,197-47.3% | $65,186+14.2% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.5%+14.6pp | 70.2%+26.9pp |
| Annual return | 30.50% | 32.79%-2.3pp | 71.41%-40.9pp | 29.39%+1.1pp |
| Employer contribution / active EE | $862 | $3,065-71.9% | $4,736-81.8% | $2,177-60.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $569-99.9% | $10,265-100.0% | $847-99.9% |