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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 | $17,241 | $38,365-55.1% | $84,623-79.6% | $65,185-73.6% |
| Participation rate | 98.5% | 55.7%+42.9pp | 68.2%+30.3pp | 70.2%+28.3pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.77%-258.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $17,157 | $1,258+1263.3% | $2,652+546.8% | $2,177+688.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,913-100.0% | $847-100.0% |