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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 | $24,582 | $75,183-67.3% | $123,894-80.2% | $55,167-55.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 49.44% | 19.01%+30.4pp | 47.52%+1.9pp | 169.23%-119.8pp |
| Employer contribution / active EE | $1,602 | $2,823-43.3% | $4,617-65.3% | $1,963-18.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |