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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 | $109,506 | $62,941+74.0% | $172,757-36.6% | $67,584+62.0% |
| Participation rate | 98.3% | 64.5%+33.8pp | 82.6%+15.6pp | 71.3%+27.0pp |
| Annual return | 63.55% | 30.36%+33.2pp | 803.06%-739.5pp | 378.59%-315.0pp |
| Employer contribution / active EE | $9,913 | $1,636+505.8% | $5,144+92.7% | $2,148+361.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |