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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 | $31,659 | $63,114-49.8% | $92,903-65.9% | $65,185-51.4% |
| Participation rate | 98.1% | 68.8%+29.3pp | 76.0%+22.1pp | 70.2%+27.9pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.43%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,497 | $2,571-2.9% | $3,653-31.6% | $2,177+14.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |