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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 | $217,612 | $99,823+118.0% | $122,979+77.0% | $65,191+233.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 63.0%+37.0pp |
| Annual return | 16.76% | 13.47%+3.3pp | 20.12%-3.4pp | 51.24%-34.5pp |
| Employer contribution / active EE | $7,814 | $3,224+142.4% | $3,062+155.2% | $2,400+225.6% |
| Participant deferral / active EE | $1,413 | $4,328-67.4% | $5,003-71.8% | $2,671-47.1% |
| Admin fee / account holder | $47 | $325-85.4% | $12,864-99.6% | $907-94.8% |