Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $176,850 | $63,114+180.2% | $92,916+90.3% | $65,188+171.3% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 6.87% | 28.75%-21.9pp | 109.45%-102.6pp | 29.38%-22.5pp |
| Employer contribution / active EE | $14,134 | $2,571+449.8% | $3,654+286.9% | $2,177+549.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |