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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 | $45,486 | $37,044+22.8% | $71,796-36.6% | $57,658-21.1% |
| Participation rate | 91.6% | 61.1%+30.5pp | 69.1%+22.5pp | 70.2%+21.4pp |
| Annual return | 8.64% | 12.64%-4.0pp | 78.04%-69.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $3,314 | $720+360.2% | $1,924+72.2% | $1,974+67.9% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |