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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% | $164,866-59.6% | $77,671-14.2% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 0.00% | 28.81%-28.8pp | 69.97%-70.0pp | 31.21%-31.2pp |
| Employer contribution / active EE | $562 | $2,568-78.1% | $4,343-87.1% | $2,726-79.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |