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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.43% | 13.80%-2.4pp | 90.61%-79.2pp | 13.80%-2.4pp |
| Employer contribution / active EE | $36,444 | $10,386+250.9% | $32,730+11.3% | $10,386+250.9% |
| Participant deferral / active EE | $77 | $448-82.8% | $40+94.7% | $448-82.8% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |