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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 | $146,973 | $89,739+63.8% | $149,721-1.8% | $62,293+135.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 44.37% | 21.01%+23.4pp | 1501.67%-1457.3pp | 28.90%+15.5pp |
| Employer contribution / active EE | $1,818 | $3,233-43.8% | $5,444-66.6% | $2,042-11.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |