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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 | $12,012 | $42,383-71.7% | $76,518-84.3% | $64,173-81.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 41.30% | -16.54%+57.8pp | -0.27%+41.6pp | 7.63%+33.7pp |
| Employer contribution / active EE | $6,195 | $1,563+296.3% | $2,647+134.0% | $2,381+160.2% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |