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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 | $21,824 | $55,122-60.4% | $104,656-79.1% | $73,501-70.3% |
| Participation rate | 97.0% | 67.7%+29.3pp | 74.1%+22.9pp | 70.7%+26.3pp |
| Annual return | 42.31% | 24.77%+17.5pp | 340.70%-298.4pp | 28.51%+13.8pp |
| Employer contribution / active EE | $212 | $1,464-85.5% | $2,682-92.1% | $2,270-90.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,466-100.0% | $513-100.0% |