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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 14.75% | 14.29%+0.5pp | 10.16%+4.6pp | 1057.21%-1042.5pp |
| Employer contribution / active EE | $15,863 | $6,552+142.1% | $33,192-52.2% | $14,374+10.4% |
| Participant deferral / active EE | $41 | $216-80.9% | $66-37.2% | $351-88.2% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |