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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 | $61,244 | $57,921+5.7% | $84,753-27.7% | $57,658+6.2% |
| Participation rate | 97.6% | 72.9%+24.6pp | 76.6%+21.0pp | 70.2%+27.3pp |
| Annual return | 16.40% | 10.24%+6.2pp | 22.78%-6.4pp | 5.13%+11.3pp |
| Employer contribution / active EE | $8,126 | $2,598+212.7% | $3,574+127.3% | $1,974+311.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |