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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 | $213,737 | $50,199+325.8% | $69,890+205.8% | $66,949+219.3% |
| Participation rate | 78.1% | 66.3%+11.8pp | 70.5%+7.6pp | 69.8%+8.3pp |
| Annual return | -3.53% | -13.85%+10.3pp | 190.84%-194.4pp | 1.57%-5.1pp |
| Employer contribution / active EE | $2,005 | $1,864+7.5% | $2,560-21.7% | $2,545-21.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $594-100.0% |