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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 | $80,674-22.7% | $119,126-47.7% | $64,340-3.1% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 15.78% | 26.86%-11.1pp | 282.11%-266.3pp | 24.14%-8.4pp |
| Employer contribution / active EE | $314 | $2,564-87.8% | $4,034-92.2% | $1,862-83.2% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |