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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 | $83,369-25.2% | $105,223-40.7% | $67,986-8.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 15.78% | 24.64%-8.9pp | 180.65%-164.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $314 | $2,541-87.7% | $3,689-91.5% | $2,019-84.5% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |