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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 0.44% | -0.93%+1.4pp | -102.04%+102.5pp | -1.95%+2.4pp |
| Employer contribution / active EE | $28,301 | $6,242+353.4% | $36,232-21.9% | $9,243+206.2% |
| Participant deferral / active EE | $58 | $325-82.3% | $47+21.4% | $425-86.5% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |