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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 | $40,505 | $73,102-44.6% | $123,553-67.2% | $56,289-28.0% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.2pp |
| Annual return | 230.47% | 3.01%+227.5pp | 119.21%+111.3pp | -9.96%+240.4pp |
| Employer contribution / active EE | $3,871 | $2,977+30.0% | $4,628-16.4% | $2,111+83.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-99.9% | $9,284-100.0% | $521-99.9% |