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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 | $122,032 | $52,678+131.7% | $75,784+61.0% | $59,633+104.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 15.59% | 2.95%+12.6pp | 9.68%+5.9pp | 2041.40%-2025.8pp |
| Employer contribution / active EE | $16,296 | $2,193+643.0% | $3,323+390.3% | $2,203+639.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |