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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 | $37,656 | $85,515-56.0% | $112,040-66.4% | $67,986-44.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 0.00% | 29.68%-29.7pp | 24.52%-24.5pp | 31.67%-31.7pp |
| Employer contribution / active EE | $1,234 | $2,191-43.7% | $2,954-58.2% | $2,019-38.9% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |