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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 | $62,354 | $90,170-30.8% | $150,734-58.6% | $69,733-10.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 15.78% | 16.56%-0.8pp | 600.81%-585.0pp | 15.22%+0.6pp |
| Employer contribution / active EE | $314 | $3,428-90.9% | $4,918-93.6% | $2,250-86.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |