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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 | $77,774 | $84,499-8.0% | $125,391-38.0% | $66,949+16.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 14.96% | -8.49%+23.5pp | 572.41%-557.4pp | 1.57%+13.4pp |
| Employer contribution / active EE | $1,965 | $3,554-44.7% | $4,816-59.2% | $2,545-22.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |