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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 | $85,946 | $52,884+62.5% | $84,753+1.4% | $55,167+55.8% |
| Participation rate | 94.4% | 67.5%+26.9pp | 76.6%+17.9pp | 69.0%+25.5pp |
| Annual return | 12.63% | 18.03%-5.4pp | 22.78%-10.2pp | 169.23%-156.6pp |
| Employer contribution / active EE | $10,404 | $2,233+365.8% | $3,574+191.1% | $1,963+430.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |