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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 | $104,759 | $74,089+41.4% | $133,975-21.8% | $55,167+89.9% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.1%+10.7pp | 69.0%+28.8pp |
| Annual return | 25.41% | 12.11%+13.3pp | 29.29%-3.9pp | 169.23%-143.8pp |
| Employer contribution / active EE | $4,092 | $3,064+33.6% | $5,211-21.5% | $1,963+108.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |