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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 | $93,071 | $66,650+39.6% | $92,915+0.2% | $67,582+37.7% |
| Participation rate | 99.5% | 72.5%+27.0pp | 76.0%+23.5pp | 71.3%+28.2pp |
| Annual return | 74.75% | 92.64%-17.9pp | 109.45%-34.7pp | 378.57%-303.8pp |
| Employer contribution / active EE | $1,325 | $2,777-52.3% | $3,653-63.7% | $2,148-38.3% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |