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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 | $91,064 | $73,102+24.6% | $123,553-26.3% | $56,289+61.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 12.69% | 3.01%+9.7pp | 119.21%-106.5pp | -9.96%+22.6pp |
| Employer contribution / active EE | $5,710 | $2,977+91.8% | $4,628+23.4% | $2,111+170.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |