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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 | $66,650+106.7% | $92,915+48.3% | $67,582+103.9% |
| Participation rate | 96.2% | 72.5%+23.7pp | 76.0%+20.2pp | 71.3%+25.0pp |
| Annual return | 39.07% | 92.64%-53.6pp | 109.45%-70.4pp | 378.57%-339.5pp |
| Employer contribution / active EE | $8,664 | $2,777+212.0% | $3,653+137.1% | $2,148+303.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |