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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 | $49,791 | $104,479-52.3% | $159,474-68.8% | $79,391-37.3% |
| Participation rate | 98.1% | 76.6%+21.5pp | 82.8%+15.3pp | 70.7%+27.4pp |
| Annual return | 26.55% | 67.98%-41.4pp | 263.68%-237.1pp | 116.88%-90.3pp |
| Employer contribution / active EE | $556 | $3,417-83.7% | $4,831-88.5% | $2,428-77.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |