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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 | $149,802 | $52,884+183.3% | $84,753+76.8% | $55,167+171.5% |
| Participation rate | 93.5% | 67.5%+26.0pp | 76.6%+16.9pp | 69.0%+24.5pp |
| Annual return | 15.59% | 18.03%-2.4pp | 22.78%-7.2pp | 169.23%-153.6pp |
| Employer contribution / active EE | $11,883 | $2,233+432.1% | $3,574+232.5% | $1,963+505.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $28 | $581-95.2% | $5,333-99.5% | $504-94.5% |