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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 | $110,972 | $106,247+4.4% | $147,096-24.6% | $77,714+42.8% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 27.37% | 56.87%-29.5pp | 419.75%-392.4pp | 31.26%-3.9pp |
| Employer contribution / active EE | $1,576 | $4,069-61.3% | $4,936-68.1% | $2,727-42.2% |
| Participant deferral / active EE | $5 | $7,996-99.9% | $8,071-99.9% | $4,649-99.9% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |