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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 | $64,040 | $65,118-1.7% | $76,767-16.6% | $55,725+14.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 110.27% | -1.27%+111.5pp | 2.43%+107.8pp | 244.93%-134.7pp |
| Employer contribution / active EE | $8,025 | $1,941+313.5% | $2,485+222.9% | $2,078+286.2% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |