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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 | $52,378 | $70,667-25.9% | $123,105-57.5% | $52,331+0.1% |
| Participation rate | 98.5% | 83.7%+14.7pp | 86.8%+11.7pp | 68.1%+30.3pp |
| Annual return | 20.49% | 6.23%+14.3pp | 13.22%+7.3pp | 4.54%+15.9pp |
| Employer contribution / active EE | $5,492 | $2,946+86.4% | $5,151+6.6% | $1,882+191.8% |
| Participant deferral / active EE | $1,726 | $4,493-61.6% | $6,229-72.3% | $3,022-42.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |