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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 | $40,314 | $33,745+19.5% | $64,105-37.1% | $55,191-27.0% |
| Participation rate | 93.2% | 59.4%+33.9pp | 68.2%+25.1pp | 69.2%+24.1pp |
| Annual return | 0.92% | 4.95%-4.0pp | 791.24%-790.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $3,927 | $641+512.7% | $1,820+115.8% | $1,899+106.8% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |