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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 | $31,158 | $107,378-71.0% | $108,582-71.3% | $57,658-46.0% |
| Participation rate | 99.2% | 77.1%+22.1pp | 79.6%+19.6pp | 70.2%+29.0pp |
| Annual return | 18.30% | 12.80%+5.5pp | -51.70%+70.0pp | 5.13%+13.2pp |
| Employer contribution / active EE | $529 | $1,782-70.3% | $3,758-85.9% | $1,974-73.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |