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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 | $138,141 | $50,498+173.6% | $75,784+82.3% | $55,191+150.3% |
| Participation rate | 99.6% | 69.4%+30.2pp | 75.8%+23.8pp | 69.2%+30.5pp |
| Annual return | 18.20% | 1.80%+16.4pp | 9.68%+8.5pp | 10.78%+7.4pp |
| Employer contribution / active EE | $9,662 | $2,291+321.8% | $3,323+190.7% | $1,899+408.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |