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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 | $36,049 | $58,726-38.6% | $92,240-60.9% | $62,293-42.1% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.7pp |
| Annual return | 35.81% | 43.62%-7.8pp | 176.29%-140.5pp | 28.90%+6.9pp |
| Employer contribution / active EE | $2,502 | $2,392+4.6% | $3,680-32.0% | $2,042+22.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |