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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 | $34,657 | $83,884-58.7% | $64,097-45.9% | $74,473-53.5% |
| Participation rate | 98.5% | 76.6%+21.9pp | 72.3%+26.2pp | 70.7%+27.7pp |
| Annual return | 14.71% | 16.57%-1.9pp | 33.75%-19.0pp | 34.36%-19.7pp |
| Employer contribution / active EE | $1,112 | $3,084-63.9% | $2,750-59.6% | $2,638-57.9% |
| Participant deferral / active EE | $1,703 | $3,692-53.9% | $3,881-56.1% | $4,530-62.4% |
| Admin fee / account holder | $0 | $196-99.9% | $3,070-100.0% | $347-99.9% |