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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 | $54,523 | $104,336-47.7% | $159,474-65.8% | $86,821-37.2% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.8%+16.3pp | 72.3%+26.8pp |
| Annual return | 18.26% | 26.32%-8.1pp | 263.68%-245.4pp | 97.94%-79.7pp |
| Employer contribution / active EE | $2,651 | $3,451-23.2% | $4,831-45.1% | $2,406+10.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |