Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $181,862 | $58,726+209.7% | $92,240+97.2% | $62,293+191.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.13% | 43.62%-33.5pp | 176.29%-166.2pp | 28.90%-18.8pp |
| Employer contribution / active EE | $16,386 | $2,392+585.1% | $3,680+345.3% | $2,042+702.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |