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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% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -2.69% | 2.81%-5.5pp | -1.71%-1.0pp | 2.81%-5.5pp |
| Employer contribution / active EE | $2,113 | $16,358-87.1% | $45,357-95.3% | $16,358-87.1% |
| Participant deferral / active EE | $0 | $775-100.0% | $175-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |