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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 | $92,119 | $106,264-13.3% | $147,117-37.4% | $77,762+18.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 55.57% | 56.94%-1.4pp | 420.54%-365.0pp | 31.27%+24.3pp |
| Employer contribution / active EE | $152 | $4,074-96.3% | $4,932-96.9% | $2,728-94.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |