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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 | $114,279 | $88,515+29.1% | $162,177-29.5% | $67,579+69.1% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+11.0pp | 71.3%+27.2pp |
| Annual return | 21.21% | 27.04%-5.8pp | 115.60%-94.4pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,821 | $3,563-20.8% | $5,613-49.7% | $2,148+31.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |