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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 | $66,667 | $89,465-25.5% | $165,100-59.6% | $77,762-14.3% |
| Participation rate | 99.5% | 78.6%+20.8pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 0.00% | 28.86%-28.9pp | 70.21%-70.2pp | 31.27%-31.3pp |
| Employer contribution / active EE | $562 | $2,565-78.1% | $4,348-87.1% | $2,728-79.4% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |