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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 | $43,954 | $66,302-33.7% | $110,243-60.1% | $56,289-21.9% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.5pp | 69.9%+27.5pp |
| Annual return | -0.44% | -1.18%+0.7pp | 314.76%-315.2pp | -9.96%+9.5pp |
| Employer contribution / active EE | $6,861 | $2,047+235.2% | $3,827+79.3% | $2,111+225.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |