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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 | $75,362 | $46,697+61.4% | $117,533-35.9% | $68,486+10.0% |
| Participation rate | 98.5% | 56.8%+41.7pp | 70.6%+27.9pp | 67.9%+30.6pp |
| Annual return | -17.76% | -14.52%-3.2pp | 29.77%-47.5pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,673 | $1,506+276.8% | $4,179+35.7% | $2,597+118.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $4,023-99.9% | $5,647-100.0% | $5,404-100.0% |