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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 | $139,099 | $88,122+57.8% | $141,197-1.5% | $67,582+105.8% |
| Participation rate | 98.9% | 76.5%+22.4pp | 82.5%+16.4pp | 71.3%+27.6pp |
| Annual return | 29.22% | 75.40%-46.2pp | 71.41%-42.2pp | 378.57%-349.3pp |
| Employer contribution / active EE | $13,328 | $3,224+313.3% | $4,736+181.4% | $2,148+520.5% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |