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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 | $61,115 | $58,726+4.1% | $92,240-33.7% | $62,293-1.9% |
| Participation rate | 98.6% | 68.3%+30.2pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 23.89% | 43.62%-19.7pp | 176.29%-152.4pp | 28.90%-5.0pp |
| Employer contribution / active EE | $2,540 | $2,392+6.2% | $3,680-31.0% | $2,042+24.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |