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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 | $39,976 | $46,182-13.4% | $170,435-76.5% | $69,634-42.6% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 0.00% | 21.40%-21.4pp | 205.94%-205.9pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $13,499 | $1,610+738.4% | $5,432+148.5% | $2,032+564.3% |
| Participant deferral / active EE | $0 | $2,081-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |