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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 | $218,735 | $56,443+287.5% | $83,831+160.9% | $55,727+292.5% |
| Participation rate | 99.6% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | 9.86% | 393.67%-383.8pp | 850.99%-841.1pp | 244.94%-235.1pp |
| Employer contribution / active EE | $5,688 | $2,682+112.1% | $3,631+56.6% | $2,078+173.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |