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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 | $60,864 | $37,203+63.6% | $154,110-60.5% | $55,727+9.2% |
| Participation rate | 98.5% | 64.1%+34.4pp | 83.0%+15.5pp | 70.9%+27.7pp |
| Annual return | 18.50% | 1320.03%-1301.5pp | 735.22%-716.7pp | 244.94%-226.4pp |
| Employer contribution / active EE | $9,676 | $1,614+499.3% | $5,298+82.6% | $2,078+365.6% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,412-100.0% | $115-100.0% |