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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 | $52,018 | $65,322-20.4% | $70,476-26.2% | $73,493-29.2% |
| Participation rate | 97.4% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 83.28% | 15.71%+67.6pp | 109.12%-25.8pp | 28.51%+54.8pp |
| Employer contribution / active EE | $1,350 | $2,460-45.1% | $2,738-50.7% | $2,270-40.6% |
| Participant deferral / active EE | $64 | $3,375-98.1% | $3,710-98.3% | $3,740-98.3% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |