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Employer 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 | $211,396-100.0% | $177,383-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 23.8%-23.8pp | 4.3%-4.3pp |
| Annual return | 0.00% | 2.81%-2.8pp | -0.48%+0.5pp | 2.81%-2.8pp |
| Employer contribution / active EE | $2,554 | $16,358-84.4% | $23,357-89.1% | $16,358-84.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $17-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,964-100.0% | $1,639-100.0% |