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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 | $198,481 | $86,791+128.7% | $115,038+72.5% | $59,188+235.3% |
| Participation rate | 83.1% | 72.8%+10.3pp | 81.4%+1.8pp | 69.4%+13.7pp |
| Annual return | 11.07% | 4.44%+6.6pp | 26.14%-15.1pp | 5.51%+5.6pp |
| Employer contribution / active EE | $13,104 | $2,950+344.3% | $4,608+184.4% | $2,098+524.6% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |