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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 | $162,894 | $25,979+527.0% | $71,778+126.9% | $68,490+137.8% |
| Participation rate | 98.8% | 54.5%+44.3pp | 62.3%+36.5pp | 67.9%+30.9pp |
| Annual return | 12.32% | -15.10%+27.4pp | 9.15%+3.2pp | -7.85%+20.2pp |
| Employer contribution / active EE | $14,146 | $900+1471.1% | $1,704+730.1% | $2,597+444.8% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $60 | $2,022-97.0% | $3,974-98.5% | $5,403-98.9% |