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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 | $80,826 | $63,114+28.1% | $92,915-13.0% | $65,186+24.0% |
| Participation rate | 99.3% | 68.8%+30.5pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 212.60% | 28.75%+183.8pp | 109.45%+103.2pp | 29.39%+183.2pp |
| Employer contribution / active EE | $2,671 | $2,571+3.9% | $3,653-26.9% | $2,177+22.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |