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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 | $85,475 | $83,045+2.9% | $130,045-34.3% | $71,511+19.5% |
| Participation rate | 76.0% | 74.1%+1.8pp | 78.5%-2.5pp | 67.9%+8.0pp |
| Annual return | 18.36% | 20.61%-2.3pp | -137.30%+155.7pp | 28.86%-10.5pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,849 | $4,436-58.3% | $5,820-68.2% | $4,291-56.9% |
| Admin fee / account holder | $15 | $1,727-99.1% | $10,600-99.9% | $1,588-99.1% |