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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 | $95,101 | $80,177+18.6% | $123,894-23.2% | $57,658+64.9% |
| Participation rate | 98.5% | 74.4%+24.0pp | 81.4%+17.1pp | 70.2%+28.2pp |
| Annual return | 13.66% | 17.90%-4.2pp | 47.52%-33.9pp | 5.13%+8.5pp |
| Employer contribution / active EE | $1,338 | $2,913-54.1% | $4,617-71.0% | $1,974-32.2% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |