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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 | $23,491 | $51,223-54.1% | $82,763-71.6% | $66,949-64.9% |
| Participation rate | 97.3% | 67.9%+29.4pp | 72.6%+24.7pp | 69.8%+27.4pp |
| Annual return | -0.61% | -9.85%+9.2pp | 702.45%-703.1pp | 1.57%-2.2pp |
| Employer contribution / active EE | $3,461 | $2,611+32.6% | $3,008+15.1% | $2,545+36.0% |
| Participant deferral / active EE | $156 | $3,460-95.5% | $4,395-96.5% | $4,239-96.3% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |