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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 | $64,078 | $80,753-20.6% | $136,298-53.0% | $62,293+2.9% |
| Participation rate | 72.6% | 73.5%-0.9pp | 81.9%-9.3pp | 69.5%+3.1pp |
| Annual return | 4231.90% | 35.83%+4196.1pp | 5156.27%-924.4pp | 28.90%+4203.0pp |
| Employer contribution / active EE | $2,994 | $2,884+3.8% | $4,696-36.2% | $2,042+46.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $186 | $525-64.7% | $9,244-98.0% | $479-61.3% |