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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 | $17,949 | $54,281-66.9% | $60,547-70.4% | $59,188-69.7% |
| Participation rate | 82.6% | 66.8%+15.8pp | 68.0%+14.7pp | 69.4%+13.2pp |
| Annual return | 36.27% | 1.74%+34.5pp | 335.64%-299.4pp | 5.51%+30.8pp |
| Employer contribution / active EE | $1,012 | $2,031-50.2% | $2,419-58.2% | $2,098-51.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |