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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 | $198,660 | $70,917+180.1% | $98,920+100.8% | $73,497+170.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 58.75% | 34.18%+24.6pp | 196.47%-137.7pp | 28.51%+30.2pp |
| Employer contribution / active EE | $14,412 | $2,037+607.5% | $2,689+435.9% | $2,270+534.9% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20 | $535-96.2% | $6,643-99.7% | $513-96.1% |