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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 | $247,595 | $86,341+186.8% | $125,195+97.8% | $65,188+279.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 30.40% | 27.44%+3.0pp | 43.79%-13.4pp | 29.38%+1.0pp |
| Employer contribution / active EE | $21,893 | $2,040+973.4% | $3,866+466.3% | $2,177+905.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |