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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 | $76,383 | $79,523-3.9% | $140,019-45.4% | $56,289+35.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 0.93% | 2.39%-1.5pp | 651.17%-650.2pp | -9.96%+10.9pp |
| Employer contribution / active EE | $1,771 | $3,350-47.1% | $5,605-68.4% | $2,111-16.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |