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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 | $37,176 | $62,723-40.7% | $142,898-74.0% | $86,821-57.2% |
| Participation rate | 98.5% | 62.6%+35.9pp | 72.0%+26.5pp | 72.3%+26.2pp |
| Annual return | 218.45% | 17.62%+200.8pp | 5639.64%-5421.2pp | 97.94%+120.5pp |
| Employer contribution / active EE | $976 | $1,627-40.0% | $4,146-76.5% | $2,406-59.4% |
| Participant deferral / active EE | $413 | $3,039-86.4% | $3,838-89.2% | $4,132-90.0% |
| Admin fee / account holder | $8 | $140-93.9% | $6,560-99.9% | $170-95.0% |