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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 | $100,135 | $63,314+58.2% | $91,004+10.0% | $62,293+60.7% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.6%+23.4pp | 69.5%+29.5pp |
| Annual return | 20.93% | 21.00%-0.1pp | 4.60%+16.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $4,668 | $1,807+158.3% | $2,456+90.1% | $2,042+128.6% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |