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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 | $20,897 | $49,763-58.0% | $70,565-70.4% | $74,473-71.9% |
| Participation rate | 99.4% | 64.6%+34.8pp | 68.4%+31.1pp | 70.7%+28.7pp |
| Annual return | 0.00% | 21.21%-21.2pp | 32.79%-32.8pp | 34.36%-34.4pp |
| Employer contribution / active EE | $16,254 | $1,776+815.5% | $2,976+446.2% | $2,638+516.1% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,430-100.0% | $347-100.0% |