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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 4.17% | 8.85%-4.7pp | 9.82%-5.7pp | 8.85%-4.7pp |
| Employer contribution / active EE | $4,938 | $8,529-42.1% | $30,322-83.7% | $8,529-42.1% |
| Participant deferral / active EE | $84 | $399-78.9% | $66+27.3% | $399-78.9% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |