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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 | $55,339 | $42,548+30.1% | $74,551-25.8% | $56,289-1.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -3.59% | 12.40%-16.0pp | 32.53%-36.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,931 | $855+593.6% | $1,961+202.4% | $2,111+180.9% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9 | $467-98.1% | $5,059-99.8% | $521-98.3% |