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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 | $67,229 | $111,491-39.7% | $189,537-64.5% | $86,821-22.6% |
| Participation rate | 85.9% | 87.3%-1.5pp | 87.8%-1.9pp | 72.3%+13.6pp |
| Annual return | 15.50% | 83.50%-68.0pp | 555.34%-539.8pp | 97.94%-82.4pp |
| Employer contribution / active EE | $1,450 | $3,951-63.3% | $6,161-76.5% | $2,406-39.8% |
| Participant deferral / active EE | $3,238 | $6,437-49.7% | $8,220-60.6% | $4,132-21.6% |
| Admin fee / account holder | $44 | $189-76.8% | $12,048-99.6% | $170-74.2% |