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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 | $39,953 | $89,739-55.5% | $149,721-73.3% | $62,293-35.9% |
| Participation rate | 87.2% | 85.1%+2.1pp | 87.1%+0.1pp | 69.5%+17.7pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.67%-1501.7pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,365 | $3,233-26.8% | $5,444-56.6% | $2,042+15.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |