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 | $193,241 | $52,884+265.4% | $84,753+128.0% | $55,167+250.3% |
| Participation rate | 98.4% | 67.5%+30.9pp | 76.6%+21.8pp | 69.0%+29.4pp |
| Annual return | 8.74% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $12,663 | $2,233+467.0% | $3,574+254.3% | $1,963+545.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |