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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 | $89,260 | $58,726+52.0% | $92,240-3.2% | $62,293+43.3% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 16.16% | 43.62%-27.5pp | 176.29%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $11,577 | $2,392+384.0% | $3,680+214.6% | $2,042+466.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |