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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 | $58,757 | $56,640+3.7% | $78,002-24.7% | $55,167+6.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 42.85% | 2868.48%-2825.6pp | 425.99%-383.1pp | 169.23%-126.4pp |
| Employer contribution / active EE | $2,775 | $1,724+61.0% | $2,470+12.3% | $1,963+41.4% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |