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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 | $82,653 | $59,191+39.6% | $76,767+7.7% | $56,289+46.8% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | 24.43% | 6.62%+17.8pp | 2.43%+22.0pp | -9.96%+34.4pp |
| Employer contribution / active EE | $6,789 | $1,759+286.0% | $2,485+173.2% | $2,111+221.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |