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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 | $82,801 | $71,802+15.3% | $133,975-38.2% | $57,658+43.6% |
| Participation rate | 98.1% | 85.5%+12.7pp | 87.1%+11.1pp | 70.2%+27.9pp |
| Annual return | 11.40% | 13.51%-2.1pp | 29.29%-17.9pp | 5.13%+6.3pp |
| Employer contribution / active EE | $2,716 | $3,161-14.1% | $5,211-47.9% | $1,974+37.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |