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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 | $71,709 | $136,307-47.4% | $177,848-59.7% | $73,497-2.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 153.66% | 18.68%+135.0pp | 48.33%+105.3pp | 28.51%+125.1pp |
| Employer contribution / active EE | $2,543 | $3,712-31.5% | $5,919-57.0% | $2,270+12.0% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |