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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 | $91,557 | $70,667+29.6% | $123,105-25.6% | $52,331+75.0% |
| Participation rate | 98.2% | 83.7%+14.5pp | 86.8%+11.4pp | 68.1%+30.1pp |
| Annual return | 25.29% | 6.23%+19.1pp | 13.22%+12.1pp | 4.54%+20.7pp |
| Employer contribution / active EE | $4,118 | $2,946+39.8% | $5,151-20.0% | $1,882+118.9% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |