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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 | $90,358 | $51,207+76.5% | $70,565+28.0% | $71,529+26.3% |
| Participation rate | 99.1% | 59.4%+39.7pp | 68.4%+30.7pp | 67.9%+31.1pp |
| Annual return | 46.88% | 42.71%+4.2pp | 32.79%+14.1pp | 28.97%+17.9pp |
| Employer contribution / active EE | $206 | $1,795-88.5% | $2,976-93.1% | $2,590-92.0% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |