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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 | $39,978 | $73,459-45.6% | $178,449-77.6% | $74,400-46.3% |
| Participation rate | 75.9% | 66.6%+9.3pp | 77.1%-1.2pp | 67.2%+8.7pp |
| Annual return | 13.41% | 17.50%-4.1pp | 27.09%-13.7pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $3,062 | $2,219+38.0% | $3,951-22.5% | $2,624+16.7% |
| Participant deferral / active EE | $1,248 | $4,515-72.4% | $6,277-80.1% | $4,348-71.3% |
| Admin fee / account holder | $0 | $1,812-100.0% | $10,362-100.0% | $1,944-100.0% |