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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 | $0 | $36,224-100.0% | $396,305-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 14.0%-14.0pp | 2.9%-2.9pp |
| Annual return | 10.33% | 8.39%+1.9pp | 96.17%-85.8pp | 8.39%+1.9pp |
| Employer contribution / active EE | $13,072 | $18,340-28.7% | $25,602-48.9% | $18,340-28.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $292-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,725-100.0% | $200-100.0% |