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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 | $85,481 | $95,542-10.5% | $69,480+23.0% | $67,584+26.5% |
| Participation rate | 78.4% | 79.4%-1.0pp | 74.6%+3.8pp | 71.3%+7.1pp |
| Annual return | 0.00% | 17.67%-17.7pp | 28.99%-29.0pp | 378.59%-378.6pp |
| Employer contribution / active EE | $2,980 | $2,989-0.3% | $2,780+7.2% | $2,148+38.7% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |