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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 | $244,577 | $71,192+243.5% | $117,861+107.5% | $62,293+292.6% |
| Participation rate | 94.4% | 74.2%+20.1pp | 79.7%+14.7pp | 69.5%+24.8pp |
| Annual return | 66.35% | 18.66%+47.7pp | 335.11%-268.8pp | 28.90%+37.5pp |
| Employer contribution / active EE | $6,723 | $1,934+247.7% | $3,786+77.6% | $2,042+229.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |