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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 | $68,547 | $70,002-2.1% | $115,038-40.4% | $52,331+31.0% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | 12.57% | 4.04%+8.5pp | 26.14%-13.6pp | 4.54%+8.0pp |
| Employer contribution / active EE | $2,417 | $2,715-11.0% | $4,608-47.6% | $1,882+28.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |