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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 | $224,522 | $69,383+223.6% | $101,271+121.7% | $73,493+205.5% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 720.56% | 18.46%+702.1pp | 46.48%+674.1pp | 28.51%+692.0pp |
| Employer contribution / active EE | $2,241 | $2,628-14.7% | $3,660-38.8% | $2,270-1.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |