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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 | $97,942 | $54,320+80.3% | $67,652+44.8% | $52,331+87.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 75.7%+7.6pp | 68.1%+15.2pp |
| Annual return | 12.28% | 6.81%+5.5pp | 6625.40%-6613.1pp | 4.54%+7.7pp |
| Employer contribution / active EE | $1,817 | $1,544+17.7% | $2,266-19.8% | $1,882-3.4% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |