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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 | $72,794 | $23,224+213.4% | $71,089+2.4% | $55,725+30.6% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.6%+45.4pp | 70.9%+29.1pp |
| Annual return | -1.13% | -2.87%+1.7pp | 650.65%-651.8pp | 244.93%-246.1pp |
| Employer contribution / active EE | $8,447 | $436+1836.6% | $1,088+676.6% | $2,078+306.5% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,873-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |