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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 | $29,099 | $332,085-91.2% | $149,717-80.6% | - |
| Participation rate | 96.8% | 60.9%+35.9pp | 78.8%+18.0pp | - |
| Annual return | 12.33% | 51.04%-38.7pp | 134.41%-122.1pp | - |
| Employer contribution / active EE | $2,485 | $2,795-11.1% | $4,820-48.4% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $0 | $47,995-100.0% | $13,213-100.0% | - |