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 | $73,532-45.6% | $178,505-77.6% | $74,478-46.3% |
| Participation rate | 75.9% | 66.6%+9.3pp | 77.1%-1.2pp | 67.2%+8.7pp |
| Annual return | 13.41% | 17.49%-4.1pp | 27.16%-13.7pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $3,062 | $2,221+37.9% | $3,955-22.6% | $2,626+16.6% |
| Participant deferral / active EE | $1,248 | $4,519-72.4% | $6,280-80.1% | $4,350-71.3% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |