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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 5.62% | 13.18%-7.6pp | 32.33%-26.7pp | 13.18%-7.6pp |
| Employer contribution / active EE | $6,657 | $8,469-21.4% | $33,964-80.4% | $8,469-21.4% |
| Participant deferral / active EE | $85 | $322-73.7% | $43+98.8% | $322-73.7% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |