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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 | $49,940 | $88,122-43.3% | $141,197-64.6% | $67,582-26.1% |
| Participation rate | 89.1% | 76.5%+12.6pp | 82.5%+6.6pp | 71.3%+17.8pp |
| Annual return | 21.59% | 75.40%-53.8pp | 71.41%-49.8pp | 378.57%-357.0pp |
| Employer contribution / active EE | $4,211 | $3,224+30.6% | $4,736-11.1% | $2,148+96.0% |
| 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% |