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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 | $133,536 | $52,303+155.3% | $178,510-25.2% | $73,415+81.9% |
| Participation rate | 96.8% | 65.3%+31.5pp | 81.9%+14.9pp | 72.2%+24.6pp |
| Annual return | 21.45% | 34.76%-13.3pp | 151.13%-129.7pp | 59.30%-37.9pp |
| Employer contribution / active EE | $9,474 | $1,737+445.5% | $5,011+89.0% | $2,234+324.1% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,988-100.0% | $158-100.0% |