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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 | $181,640 | $99,957+81.7% | $149,745+21.3% | $73,497+147.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 28.27% | 53.87%-25.6pp | 276.72%-248.5pp | 28.51%-0.2pp |
| Employer contribution / active EE | $12,773 | $3,191+300.3% | $4,646+174.9% | $2,270+462.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |