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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 | $45,881 | $56,544-18.9% | $75,501-39.2% | $70,126-34.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 17.77% | 23.59%-5.8pp | 27.35%-9.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,083 | $1,817+14.7% | $2,352-11.4% | $2,343-11.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $79 | $3,827-97.9% | $5,801-98.6% | $4,645-98.3% |