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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 | $24,753 | $58,312-57.6% | $86,656-71.4% | $71,529-65.4% |
| Participation rate | 97.6% | 65.0%+32.5pp | 71.7%+25.9pp | 67.9%+29.6pp |
| Annual return | 54.62% | 24.08%+30.5pp | 593.09%-538.5pp | 28.97%+25.6pp |
| Employer contribution / active EE | $223 | $2,576-91.4% | $3,025-92.6% | $2,590-91.4% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |