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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 | $146,713 | $107,378+36.6% | $108,582+35.1% | $57,658+154.5% |
| Participation rate | 99.0% | 77.1%+21.9pp | 79.6%+19.4pp | 70.2%+28.8pp |
| Annual return | 6.73% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,222 | $1,782+24.7% | $3,758-40.9% | $1,974+12.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |