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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 | $28,324 | $45,825-38.2% | $90,655-68.8% | $56,287-49.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | 14873.36% | 38.64%+14834.7pp | 1.89%+14871.5pp | -9.96%+14883.3pp |
| Employer contribution / active EE | $207 | $1,372-84.9% | $2,532-91.8% | $2,111-90.2% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |