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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 | $64,320 | $62,267+3.3% | $110,243-41.7% | $55,725+15.4% |
| Participation rate | 99.5% | 78.1%+21.4pp | 79.8%+19.7pp | 70.9%+28.6pp |
| Annual return | 167.09% | -1.07%+168.2pp | 314.76%-147.7pp | 244.93%-77.8pp |
| Employer contribution / active EE | $2,016 | $1,941+3.9% | $3,827-47.3% | $2,078-3.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |