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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 | $200,956 | $78,607+155.6% | $105,624+90.3% | $74,478+169.8% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 13.38% | 15.96%-2.6pp | 116.20%-102.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $9,612 | $2,523+281.0% | $3,168+203.4% | $2,626+266.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |