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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 | $14,154 | $30,599-53.7% | $74,577-81.0% | $57,658-75.5% |
| Participation rate | 97.0% | 49.1%+47.8pp | 68.1%+28.9pp | 70.2%+26.7pp |
| Annual return | 17.14% | 14.24%+2.9pp | 20.47%-3.3pp | 5.13%+12.0pp |
| Employer contribution / active EE | $655 | $1,000-34.5% | $2,525-74.1% | $1,974-66.8% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |