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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 | $38,189 | $65,122-41.4% | $135,792-71.9% | $64,097-40.4% |
| Participation rate | 100.0% | 47.1%+52.9pp | 72.6%+27.4pp | 55.2%+44.8pp |
| Annual return | 16.74% | 14.53%+2.2pp | 25.96%-9.2pp | 34.64%-17.9pp |
| Employer contribution / active EE | $1,786 | $1,280+39.5% | $3,496-48.9% | $1,891-5.6% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $4,759-100.0% | $3,080-100.0% |
| Admin fee / account holder | $111 | $3,120-96.4% | $12,266-99.1% | $3,454-96.8% |