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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 | $108,172 | $84,948+27.3% | $70,476+53.5% | $73,412+47.3% |
| Participation rate | 91.2% | 79.9%+11.2pp | 75.1%+16.1pp | 72.2%+19.0pp |
| Annual return | 15.03% | 13.39%+1.6pp | 109.12%-94.1pp | 59.30%-44.3pp |
| Employer contribution / active EE | $8,372 | $2,834+195.4% | $2,738+205.8% | $2,234+274.8% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,710-100.0% | $3,806-100.0% |
| Admin fee / account holder | $70 | $98-28.3% | $3,847-98.2% | $158-55.5% |