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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 | $64,681 | $52,884+22.3% | $84,753-23.7% | $55,167+17.2% |
| Participation rate | 82.8% | 67.5%+15.3pp | 76.6%+6.2pp | 69.0%+13.8pp |
| Annual return | 29.10% | 18.03%+11.1pp | 22.78%+6.3pp | 169.23%-140.1pp |
| Employer contribution / active EE | $5,644 | $2,233+152.7% | $3,574+57.9% | $1,963+187.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |