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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 | $67,991 | $63,905+6.4% | $74,184-8.3% | $57,658+17.9% |
| Participation rate | 99.3% | 79.8%+19.5pp | 76.6%+22.7pp | 70.2%+29.0pp |
| Annual return | 17.77% | 60.60%-42.8pp | 17.74%0pp | 5.13%+12.6pp |
| Employer contribution / active EE | $7,246 | $1,840+293.7% | $2,370+205.7% | $1,974+267.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |