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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 | $0 | $33,520-100.0% | $6,886-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.1%-11.1pp | 2.1%-2.1pp |
| Annual return | 2.66% | 7.65%-5.0pp | 7.29%-4.6pp | 7.65%-5.0pp |
| Employer contribution / active EE | $1,294 | $20,582-93.7% | $20,019-93.5% | $20,582-93.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $31-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5-100.0% | $193-100.0% |