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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 | $25,764 | $52,279-50.7% | $89,435-71.2% | $79,856-67.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 21.73% | 22.16%-0.4pp | 245.55%-223.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $5,119 | $1,572+225.7% | $2,587+97.9% | $2,471+107.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |