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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 | $200,871 | $63,114+218.3% | $92,915+116.2% | $65,186+208.1% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 63.98% | 28.75%+35.2pp | 109.45%-45.5pp | 29.39%+34.6pp |
| Employer contribution / active EE | $25,727 | $2,571+900.8% | $3,653+604.2% | $2,177+1081.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |