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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 | $75,184 | $44,473+69.1% | $76,518-1.7% | $55,725+34.9% |
| Participation rate | 96.2% | 51.0%+45.2pp | 68.0%+28.2pp | 70.9%+25.4pp |
| Annual return | 14.85% | -2.01%+16.9pp | -0.27%+15.1pp | 244.93%-230.1pp |
| Employer contribution / active EE | $8,070 | $1,101+632.8% | $2,647+204.8% | $2,078+288.3% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,836-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |