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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 | $94,442 | $75,388+25.3% | $123,552-23.6% | $55,725+69.5% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.3%+15.0pp | 70.9%+26.4pp |
| Annual return | 2.74% | 4.48%-1.7pp | 119.20%-116.5pp | 244.93%-242.2pp |
| Employer contribution / active EE | $9,909 | $3,063+223.5% | $4,628+114.1% | $2,078+376.8% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,285-100.0% | $115-100.0% |