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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 | $111,038 | $174,875-36.5% | $125,381-11.4% | - |
| Participation rate | 99.6% | 70.4%+29.2pp | 82.4%+17.2pp | - |
| Annual return | 16.94% | -12.92%+29.9pp | 572.31%-555.4pp | - |
| Employer contribution / active EE | $2,410 | $3,570-32.5% | $4,815-50.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $0 | $56,366-100.0% | $10,007-100.0% | - |