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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 | $41,000 | $66,650-38.5% | $92,915-55.9% | $67,582-39.3% |
| Participation rate | 99.4% | 72.5%+26.9pp | 76.0%+23.4pp | 71.3%+28.1pp |
| Annual return | 58.73% | 92.64%-33.9pp | 109.45%-50.7pp | 378.57%-319.8pp |
| Employer contribution / active EE | $9,216 | $2,777+231.9% | $3,653+152.3% | $2,148+329.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |