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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 | $193,106 | $60,165+221.0% | $74,184+160.3% | $55,167+250.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 51.65% | 10.00%+41.7pp | 17.74%+33.9pp | 169.23%-117.6pp |
| Employer contribution / active EE | $9,238 | $1,600+477.5% | $2,370+289.8% | $1,963+370.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |