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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 | $99,442+118.8% | $113,397+91.9% | $71,012+206.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.5%+23.5pp | 58.6%+41.4pp |
| Annual return | 16.76% | 17.93%-1.2pp | 23.20%-6.4pp | 37.67%-20.9pp |
| Employer contribution / active EE | $7,814 | $3,068+154.7% | $2,977+162.5% | $2,348+232.8% |
| Participant deferral / active EE | $1,413 | $4,915-71.3% | $5,076-72.2% | $3,246-56.5% |
| Admin fee / account holder | $47 | $535-91.1% | $11,957-99.6% | $1,167-95.9% |