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 | $168,859 | $55,449+204.5% | $83,831+101.4% | $56,289+200.0% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | 6.60% | -1.38%+8.0pp | 850.99%-844.4pp | -9.96%+16.6pp |
| Employer contribution / active EE | $15,466 | $2,430+536.4% | $3,631+325.9% | $2,111+632.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |