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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 15.59% | 13.51%+2.1pp | 10.75%+4.8pp | 13.51%+2.1pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $81 | $488-83.4% | $82-1.1% | $488-83.4% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |