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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 | $89,435-25.5% | $164,975-59.6% | $77,714-14.2% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 0.00% | 28.82%-28.8pp | 70.12%-70.1pp | 31.26%-31.3pp |
| Employer contribution / active EE | $562 | $2,563-78.1% | $4,343-87.1% | $2,727-79.4% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |