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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 | $47,964 | $80,731-40.6% | $103,374-53.6% | $74,546-35.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.89%-24.9pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $23,814 | $3,158+654.1% | $3,869+515.4% | $2,624+807.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |