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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 | $65,556 | $73,102-10.3% | $123,553-46.9% | $56,289+16.5% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | 101.82% | 3.01%+98.8pp | 119.21%-17.4pp | -9.96%+111.8pp |
| Employer contribution / active EE | $1,560 | $2,977-47.6% | $4,628-66.3% | $2,111-26.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.6% |