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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 | $47,836 | $54,320-11.9% | $67,652-29.3% | $52,331-8.6% |
| Participation rate | 94.1% | 73.6%+20.5pp | 75.7%+18.4pp | 68.1%+26.0pp |
| Annual return | 12.79% | 6.81%+6.0pp | 6625.40%-6612.6pp | 4.54%+8.2pp |
| Employer contribution / active EE | $3,172 | $1,544+105.5% | $2,266+40.0% | $1,882+68.6% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $527-99.9% | $4,821-100.0% | $592-99.9% |