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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 | $78,636+155.6% | $105,607+90.3% | $74,459+169.9% |
| Participation rate | 99.0% | 72.8%+26.3pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 13.38% | 15.96%-2.6pp | 116.11%-102.7pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $9,612 | $2,523+280.9% | $3,167+203.5% | $2,626+266.1% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |