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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 | $42,060 | $50,972-17.5% | $88,632-52.5% | $72,976-42.4% |
| Participation rate | 98.7% | 63.4%+35.3pp | 68.8%+29.9pp | 69.5%+29.2pp |
| Annual return | 134.90% | 29.62%+105.3pp | 43.75%+91.2pp | 81.02%+53.9pp |
| Employer contribution / active EE | $12,451 | $1,475+744.4% | $2,101+492.7% | $2,440+410.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,917-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,308-100.0% | $5,124-100.0% |