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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 | $109,213 | $50,464+116.4% | $75,784+44.1% | $52,331+108.7% |
| Participation rate | 98.0% | 66.8%+31.2pp | 75.8%+22.2pp | 68.1%+29.9pp |
| Annual return | 5.09% | 1.03%+4.1pp | 9.68%-4.6pp | 4.54%+0.6pp |
| Employer contribution / active EE | $7,290 | $1,988+266.6% | $3,323+119.4% | $1,882+287.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,300-99.9% | $592-99.1% |