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 | $174,544 | $91,517+90.7% | $101,275+72.3% | $73,415+137.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 14.03% | 17.17%-3.1pp | 46.46%-32.4pp | 59.30%-45.3pp |
| Employer contribution / active EE | $14,955 | $2,877+419.9% | $3,660+308.6% | $2,234+569.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |