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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 | $134,996 | $65,453+106.2% | $86,698+55.7% | $66,938+101.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 16.33% | -10.89%+27.2pp | 35.95%-19.6pp | 1.58%+14.7pp |
| Employer contribution / active EE | $15,995 | $2,154+642.6% | $2,837+463.8% | $2,545+528.4% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |