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 | $0 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -2.73% | -3.37%+0.6pp | -61.72%+59.0pp | 0.19%-2.9pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $3,222 | $10,776-70.1% | $135+2287.0% | $804+301.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |