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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 | $30,161 | $50,464-40.2% | $75,784-60.2% | $52,331-42.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 75.8%+22.5pp | 68.1%+30.2pp |
| Annual return | 9.17% | 1.03%+8.1pp | 9.68%-0.5pp | 4.54%+4.6pp |
| Employer contribution / active EE | $2,037 | $1,988+2.4% | $3,323-38.7% | $1,882+8.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |