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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 | $42,592 | $206,359-79.4% | $123,553-65.5% | - |
| Participation rate | 100.0% | 72.1%+27.9pp | 82.3%+17.7pp | - |
| Annual return | 8.49% | -5.77%+14.3pp | 119.21%-110.7pp | - |
| Employer contribution / active EE | $3,677 | $2,538+44.9% | $4,628-20.6% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $0 | $21,386-100.0% | $9,284-100.0% | - |