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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 | $32,416 | $79,438-59.2% | $106,554-69.6% | $79,389-59.2% |
| Participation rate | 98.3% | 74.2%+24.1pp | 76.1%+22.2pp | 70.7%+27.6pp |
| Annual return | 729.08% | 18.27%+710.8pp | 26.80%+702.3pp | 116.89%+612.2pp |
| Employer contribution / active EE | $2,636 | $2,235+18.0% | $2,819-6.5% | $2,428+8.6% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |