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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 | $77,730 | $63,905+21.6% | $74,184+4.8% | $57,658+34.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 12.29% | 60.60%-48.3pp | 17.74%-5.4pp | 5.13%+7.2pp |
| Employer contribution / active EE | $629 | $1,840-65.8% | $2,370-73.5% | $1,974-68.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $91-98.9% | $5,586-100.0% | $95-99.0% |