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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.11% | 15.39%+2.7pp | 20.73%-2.6pp | 24.48%-6.4pp |
| Employer contribution / active EE | $41,585 | $7,237+474.6% | $36,503+13.9% | $9,418+341.6% |
| Participant deferral / active EE | $68 | $263-74.0% | $77-11.5% | $501-86.3% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |