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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 | $43,271 | $40,435+7.0% | $80,648-46.3% | $74,473-41.9% |
| Participation rate | 92.3% | 47.4%+45.0pp | 67.0%+25.3pp | 70.7%+21.6pp |
| Annual return | 38.89% | 165.22%-126.3pp | 937.21%-898.3pp | 34.36%+4.5pp |
| Employer contribution / active EE | $38 | $1,498-97.5% | $2,724-98.6% | $2,638-98.6% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,382-100.0% | $347-100.0% |