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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 | $182,146 | $79,189+130.0% | $102,457+77.8% | $74,400+144.8% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 29.91% | 54.98%-25.1pp | 29.41%+0.5pp | 1367.51%-1337.6pp |
| Employer contribution / active EE | $13,899 | $2,362+488.4% | $3,022+359.9% | $2,624+429.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |