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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 | $172,197 | $73,638+133.8% | $95,964+79.4% | $73,497+134.3% |
| Participation rate | 94.5% | 76.2%+18.4pp | 77.1%+17.4pp | 70.7%+23.8pp |
| Annual return | 66.28% | 16.78%+49.5pp | 91.64%-25.4pp | 28.51%+37.8pp |
| Employer contribution / active EE | $9,849 | $1,863+428.6% | $2,541+287.5% | $2,270+333.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |