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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 | $41,872 | $203,209-79.4% | $159,487-73.7% | - |
| Participation rate | 97.0% | 77.0%+19.9pp | 82.8%+14.1pp | - |
| Annual return | 94.82% | 10.23%+84.6pp | 263.71%-168.9pp | - |
| Employer contribution / active EE | $2,020 | $2,919-30.8% | $4,831-58.2% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,354-100.0% | - |
| Admin fee / account holder | $0 | $10,627-100.0% | $10,804-100.0% | - |