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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 | $64,890-41.1% | $134,172-71.5% | $67,986-43.8% |
| Participation rate | 100.0% | 48.5%+51.5pp | 72.5%+27.5pp | 57.2%+42.8pp |
| Annual return | 16.74% | 16.12%+0.6pp | 25.30%-8.6pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,786 | $1,360+31.3% | $3,420-47.8% | $2,019-11.5% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $4,690-100.0% | $3,358-100.0% |
| Admin fee / account holder | $111 | $3,140-96.5% | $12,016-99.1% | $3,203-96.5% |