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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 | $105,923 | $53,925+96.4% | $75,501+40.3% | $69,631+52.1% |
| Participation rate | 98.4% | 71.2%+27.2pp | 72.4%+26.1pp | 70.7%+27.7pp |
| Annual return | 0.00% | 17.84%-17.8pp | 27.35%-27.4pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $809 | $1,802-55.1% | $2,352-65.6% | $2,032-60.2% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $4 | $97-95.9% | $5,801-99.9% | $110-96.4% |