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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 | $47,265 | $89,652-47.3% | $141,197-66.5% | $65,186-27.5% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.5%+4.9pp | 70.2%+17.2pp |
| Annual return | 25.50% | 32.79%-7.3pp | 71.41%-45.9pp | 29.39%-3.9pp |
| Employer contribution / active EE | $2,065 | $3,065-32.6% | $4,736-56.4% | $2,177-5.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $102 | $569-82.1% | $10,265-99.0% | $847-88.0% |