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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 | $81,203 | $98,760-17.8% | $149,715-45.8% | $79,858+1.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.1pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.66%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $889 | $3,217-72.4% | $4,645-80.9% | $2,471-64.0% |
| Participant deferral / active EE | $1,864 | $5,681-67.2% | $6,842-72.8% | $3,740-50.2% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,310-99.8% | $5,306-99.7% |