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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 | $33,553 | $101,653-67.0% | $147,080-77.2% | $74,459-54.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 127.97% | 8754.98%-8627.0pp | 420.17%-292.2pp | 1369.70%-1241.7pp |
| Employer contribution / active EE | $604 | $3,813-84.2% | $4,933-87.8% | $2,626-77.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |