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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 | $27,390 | $47,977-42.9% | $154,108-82.2% | $56,289-51.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 15.60% | 3.54%+12.1pp | 735.21%-719.6pp | -9.96%+25.6pp |
| Employer contribution / active EE | $224 | $2,169-89.7% | $5,298-95.8% | $2,111-89.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |