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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 | $29,689 | $82,163-63.9% | $125,381-76.3% | $64,819-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 24.06% | 3.49%+20.6pp | 572.31%-548.2pp | 32.84%-8.8pp |
| Employer contribution / active EE | $950 | $3,616-73.7% | $4,815-80.3% | $2,507-62.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |