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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 | $57,795 | $76,551-24.5% | $123,894-53.4% | $62,881-8.1% |
| Participation rate | 98.9% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 18.43% | 18.68%-0.2pp | 47.52%-29.1pp | 20.14%-1.7pp |
| Employer contribution / active EE | $6,550 | $2,882+127.2% | $4,617+41.9% | $2,281+187.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |