Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $111,765 | $40,592+175.3% | $86,251+29.6% | $103,657+7.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 14.71% | 18.32%-3.6pp | 1170.54%-1155.8pp | 33.13%-18.4pp |
| Employer contribution / active EE | $4,696 | $974+382.1% | $2,381+97.2% | $3,216+46.0% |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,987-100.0% | $5,218-100.0% |
| Admin fee / account holder | $0 | $85-100.0% | $6,857-100.0% | $114-100.0% |