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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 | $56,759 | $72,177-21.4% | $115,038-50.7% | $59,633-4.8% |
| Participation rate | 98.8% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | 16.39% | 12.02%+4.4pp | 26.14%-9.8pp | 2041.45%-2025.1pp |
| Employer contribution / active EE | $7,199 | $2,841+153.4% | $4,608+56.2% | $2,203+226.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |