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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 | $32,252 | $54,573-40.9% | $90,970-64.5% | $73,497-56.1% |
| Participation rate | 96.1% | 61.2%+34.9pp | 69.0%+27.0pp | 70.7%+25.4pp |
| Annual return | 70.28% | 16.69%+53.6pp | 134.60%-64.3pp | 28.51%+41.8pp |
| Employer contribution / active EE | $1,457 | $991+46.9% | $2,122-31.3% | $2,270-35.8% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |