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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 | $77,683 | $79,519-2.3% | $95,964-19.0% | $73,412+5.8% |
| Participation rate | 99.0% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 38.19% | 19.20%+19.0pp | 91.64%-53.5pp | 59.30%-21.1pp |
| Employer contribution / active EE | $9,762 | $2,048+376.7% | $2,541+284.1% | $2,234+337.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |