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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 | $32,437 | $79,151-59.0% | $60,919-46.8% | $64,824-50.0% |
| Participation rate | 97.6% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.1pp |
| Annual return | -11.00% | -7.12%-3.9pp | 16.96%-28.0pp | 32.84%-43.8pp |
| Employer contribution / active EE | $1,101 | $3,052-63.9% | $2,704-59.3% | $2,507-56.1% |
| Participant deferral / active EE | $1,391 | $3,727-62.7% | $3,814-63.5% | $4,311-67.7% |
| Admin fee / account holder | $0 | $106-99.8% | $3,228-100.0% | $188-99.9% |