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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 | $49,205 | $52,884-7.0% | $84,753-41.9% | $55,167-10.8% |
| Participation rate | 99.3% | 67.5%+31.8pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 41.40% | 18.03%+23.4pp | 22.78%+18.6pp | 169.23%-127.8pp |
| Employer contribution / active EE | $3,472 | $2,233+55.5% | $3,574-2.9% | $1,963+76.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-99.9% | $5,333-100.0% | $504-99.9% |