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 | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -1.16% | -1.20%0pp | -2.01%+0.8pp | -0.08%-1.1pp |
| Employer contribution / active EE | $15,501 | $5,696+172.1% | $34,453-55.0% | $7,991+94.0% |
| Participant deferral / active EE | $32 | $79-59.5% | $34-5.4% | $325-90.1% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |