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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 | $0 | $1,052,929-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | 11.35% | 10.07%+1.3pp | 16.83%-5.5pp | 10.07%+1.3pp |
| Employer contribution / active EE | $9,259 | $15,205-39.1% | $4,975+86.1% | $15,205-39.1% |
| Participant deferral / active EE | $0 | $0 | $17,962-100.0% | - |
| Admin fee / account holder | $0 | $0 | $2,007-100.0% | - |