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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 | $137,798 | $66,601+106.9% | $92,897+48.3% | $67,579+103.9% |
| Participation rate | 96.2% | 72.5%+23.7pp | 76.0%+20.2pp | 71.3%+25.0pp |
| Annual return | 39.07% | 92.58%-53.5pp | 109.42%-70.4pp | 378.56%-339.5pp |
| Employer contribution / active EE | $8,664 | $2,775+212.2% | $3,653+137.2% | $2,148+303.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |