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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 | $150,931 | $88,324+70.9% | $115,038+31.2% | $55,191+173.5% |
| Participation rate | 82.3% | 72.5%+9.8pp | 81.4%+0.9pp | 69.2%+13.1pp |
| Annual return | 27.93% | 6.30%+21.6pp | 26.14%+1.8pp | 10.78%+17.2pp |
| Employer contribution / active EE | $4,156 | $2,805+48.2% | $4,608-9.8% | $1,899+118.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |