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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 | $42,301 | $87,059-51.4% | $105,608-59.9% | $80,925-47.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.39% | 17.05%-5.7pp | 116.50%-105.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $6,818 | $2,396+184.5% | $3,167+115.3% | $2,756+147.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |