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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 | $148,575 | $64,909+128.9% | $82,312+80.5% | $62,293+138.5% |
| Participation rate | 76.3% | 74.9%+1.4pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 48.46% | 21.18%+27.3pp | 25.88%+22.6pp | 28.90%+19.6pp |
| Employer contribution / active EE | $2,449 | $1,676+46.1% | $2,428+0.9% | $2,042+19.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |