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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 | $27,125 | $64,286-57.8% | $90,970-70.2% | $73,412-63.1% |
| Participation rate | 97.9% | 63.6%+34.3pp | 69.0%+28.8pp | 72.2%+25.7pp |
| Annual return | 115.66% | 21.46%+94.2pp | 134.60%-18.9pp | 59.30%+56.4pp |
| Employer contribution / active EE | $1,942 | $895+117.1% | $2,122-8.5% | $2,234-13.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |