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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 | $116,793 | $65,034+79.6% | $90,970+28.4% | $79,856+46.3% |
| Participation rate | 97.9% | 61.6%+36.3pp | 69.0%+28.9pp | 69.6%+28.2pp |
| Annual return | 12.59% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,237 | $1,247+159.5% | $2,122+52.5% | $2,471+31.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |