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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 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 20.3%-20.3pp | 2.5%-2.5pp |
| Annual return | 12.47% | 8.25%+4.2pp | 64.23%-51.8pp | 8.25%+4.2pp |
| Employer contribution / active EE | $2,914 | $18,668-84.4% | $31,311-90.7% | $18,668-84.4% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $251-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |