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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 | $60,974 | $72,404-15.8% | $110,243-44.7% | $64,173-5.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.37% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $838 | $2,282-63.3% | $3,827-78.1% | $2,381-64.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |