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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 | $76,579 | $28,416+169.5% | $73,550+4.1% | $69,631+10.0% |
| Participation rate | 99.2% | 38.3%+60.8pp | 54.9%+44.2pp | 70.7%+28.5pp |
| Annual return | 15.29% | -694.13%+709.4pp | -15.16%+30.5pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $4,516 | $430+949.0% | $1,219+270.4% | $2,032+122.2% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,804-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |