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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 | $135,167 | $69,774+93.7% | $67,561+100.1% | $74,429+81.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.39% | -40.53%+54.9pp | 3525.44%-3511.1pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $11,944 | $2,710+340.7% | $2,735+336.7% | $2,625+355.0% |
| Participant deferral / active EE | $206 | $3,636-94.3% | $4,003-94.8% | $4,348-95.3% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |