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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 | $225,409 | $56,443+299.4% | $83,831+168.9% | $55,727+304.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 457492.96% | 393.67%+457099.3pp | 850.99%+456642.0pp | 244.94%+457248.0pp |
| Employer contribution / active EE | $59 | $2,682-97.8% | $3,631-98.4% | $2,078-97.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |