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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 | $53,208 | $68,413-22.2% | $123,105-56.8% | $55,191-3.6% |
| Participation rate | 83.5% | 84.5%-1.0pp | 86.8%-3.3pp | 69.2%+14.3pp |
| Annual return | 10.62% | 6.30%+4.3pp | 13.22%-2.6pp | 10.78%-0.2pp |
| Employer contribution / active EE | $1,152 | $3,050-62.2% | $5,151-77.6% | $1,899-39.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $88-97.2% | $9,014-100.0% | $91-97.3% |