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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 | $168,407 | $79,519+111.8% | $95,964+75.5% | $73,412+129.4% |
| Participation rate | 99.7% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 87.71% | 19.20%+68.5pp | 91.64%-3.9pp | 59.30%+28.4pp |
| Employer contribution / active EE | $5,922 | $2,048+189.2% | $2,541+133.0% | $2,234+165.1% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |