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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 | $58,869 | $104,336-43.6% | $159,474-63.1% | $86,821-32.2% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.4pp |
| Annual return | 26.40% | 26.32%+0.1pp | 263.68%-237.3pp | 97.94%-71.5pp |
| Employer contribution / active EE | $680 | $3,451-80.3% | $4,831-85.9% | $2,406-71.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |