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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 | $169,053 | $63,346+166.9% | $92,239+83.3% | $70,124+141.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 33.29% | 530.19%-496.9pp | 176.29%-143.0pp | 73.14%-39.9pp |
| Employer contribution / active EE | $19,296 | $2,471+680.8% | $3,680+424.4% | $2,342+723.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |