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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 | $34,337 | $73,404-53.2% | $87,103-60.6% | $67,582-49.2% |
| Participation rate | 99.2% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 20.14% | 48.29%-28.2pp | 28.19%-8.1pp | 378.57%-358.4pp |
| Employer contribution / active EE | $770 | $2,014-61.8% | $2,521-69.5% | $2,148-64.1% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |