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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 | $186,921 | $63,924+192.4% | $108,582+72.1% | $55,167+238.8% |
| Participation rate | 93.0% | 74.3%+18.7pp | 79.6%+13.4pp | 69.0%+24.0pp |
| Annual return | 35.39% | 15.31%+20.1pp | -51.70%+87.1pp | 169.23%-133.8pp |
| Employer contribution / active EE | $8,329 | $1,879+343.3% | $3,758+121.6% | $1,963+324.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |