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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 | $85,892 | $65,118+31.9% | $76,767+11.9% | $55,725+54.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 1.88% | -1.27%+3.1pp | 2.43%-0.6pp | 244.93%-243.1pp |
| Employer contribution / active EE | $2,620 | $1,941+35.0% | $2,485+5.4% | $2,078+26.1% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |