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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 | $121,967 | $89,739+35.9% | $149,721-18.5% | $62,293+95.8% |
| Participation rate | 97.8% | 85.1%+12.7pp | 87.1%+10.8pp | 69.5%+28.3pp |
| Annual return | 17.16% | 21.01%-3.8pp | 1501.67%-1484.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $4,209 | $3,233+30.2% | $5,444-22.7% | $2,042+106.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |