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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 | $75,926 | $52,519+44.6% | $155,789-51.3% | $59,633+27.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 8.25% | 53.51%-45.3pp | 71.54%-63.3pp | 2041.45%-2033.2pp |
| Employer contribution / active EE | $8,048 | $1,589+406.4% | $3,839+109.6% | $2,203+265.4% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |