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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 | $110,588 | $55,449+99.4% | $83,831+31.9% | $56,289+96.5% |
| Participation rate | 98.1% | 68.0%+30.1pp | 76.1%+22.0pp | 69.9%+28.3pp |
| Annual return | 28.89% | -1.38%+30.3pp | 850.99%-822.1pp | -9.96%+38.9pp |
| Employer contribution / active EE | $8,564 | $2,430+252.4% | $3,631+135.9% | $2,111+305.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |