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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 | $100,121 | $80,005+25.1% | $140,019-28.5% | $55,725+79.7% |
| Participation rate | 98.7% | 87.0%+11.7pp | 87.5%+11.2pp | 70.9%+27.8pp |
| Annual return | 15.83% | 0.46%+15.4pp | 651.17%-635.3pp | 244.93%-229.1pp |
| Employer contribution / active EE | $2,689 | $3,403-21.0% | $5,605-52.0% | $2,078+29.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |