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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 | $69,708+93.9% | $67,560+100.1% | $74,478+81.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.39% | -40.67%+55.1pp | 3533.50%-3519.1pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $11,944 | $2,715+340.0% | $2,737+336.4% | $2,626+354.8% |
| Participant deferral / active EE | $206 | $3,637-94.3% | $4,004-94.8% | $4,350-95.3% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |