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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 | $97,621 | $100,801-3.2% | $149,730-34.8% | $73,412+33.0% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 16.38% | 265.34%-249.0pp | 276.70%-260.3pp | 59.30%-42.9pp |
| Employer contribution / active EE | $16,329 | $3,312+393.1% | $4,645+251.5% | $2,234+631.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |