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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 | $13,523 | $45,082-70.0% | $69,464-80.5% | $72,975-81.5% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 20.54% | 22.66%-2.1pp | 28.98%-8.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,334 | $2,055-35.1% | $2,779-52.0% | $2,440-45.3% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |