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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 | $19,492 | $44,103-55.8% | $75,826-74.3% | $64,173-69.6% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | 52.38% | -4.72%+57.1pp | 1914.15%-1861.8pp | 7.63%+44.7pp |
| Employer contribution / active EE | $1,234 | $1,446-14.6% | $1,913-35.5% | $2,381-48.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,887-100.0% |