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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 | $52,008 | $80,731-35.6% | $103,374-49.7% | $74,546-30.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 74.5%-4.0pp | 67.2%+3.3pp |
| Annual return | 12.08% | 27.56%-15.5pp | 24.89%-12.8pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $2,709 | $3,158-14.2% | $3,869-30.0% | $2,624+3.2% |
| Participant deferral / active EE | $1,556 | $3,860-59.7% | $5,058-69.2% | $4,347-64.2% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |