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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 | $79,441 | $39,245+102.4% | $64,105+23.9% | $52,331+51.8% |
| Participation rate | 97.1% | 58.2%+38.9pp | 68.2%+29.0pp | 68.1%+29.0pp |
| Annual return | 12.67% | 14.79%-2.1pp | 791.24%-778.6pp | 4.54%+8.1pp |
| Employer contribution / active EE | $2,299 | $736+212.3% | $1,820+26.3% | $1,882+22.2% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |