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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 | $187,917 | $60,545+210.4% | $92,240+103.7% | $69,631+169.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 34.99% | 19.71%+15.3pp | 176.29%-141.3pp | 27571.02%-27536.0pp |
| Employer contribution / active EE | $7,977 | $2,633+202.9% | $3,680+116.8% | $2,032+292.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |