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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 | $37,550 | $40,174-6.5% | $84,023-55.3% | $67,582-44.4% |
| Participation rate | 94.8% | 62.7%+32.1pp | 69.0%+25.7pp | 71.3%+23.5pp |
| Annual return | 25.79% | 25.82%0pp | 71.32%-45.5pp | 378.57%-352.8pp |
| Employer contribution / active EE | $184 | $808-77.2% | $1,984-90.7% | $2,148-91.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |