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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 | $27,543 | $57,108-51.8% | $94,229-70.8% | $52,331-47.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 35.16% | 1.47%+33.7pp | 10.68%+24.5pp | 4.54%+30.6pp |
| Employer contribution / active EE | $1,428 | $1,735-17.7% | $3,587-60.2% | $1,882-24.1% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |