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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 | $78,529+155.9% | $105,591+90.3% | $74,400+170.1% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 13.38% | 15.94%-2.6pp | 116.43%-103.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $9,612 | $2,522+281.1% | $3,166+203.6% | $2,624+266.3% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,008-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,216-100.0% | $11,024-100.0% | $1,944-100.0% |