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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 | $106,130 | $93,182+13.9% | $146,647-27.6% | $79,389+33.7% |
| Participation rate | 80.9% | 76.4%+4.5pp | 80.1%+0.8pp | 70.7%+10.2pp |
| Annual return | 51.78% | 21.61%+30.2pp | 22.75%+29.0pp | 116.89%-65.1pp |
| Employer contribution / active EE | $252 | $2,420-89.6% | $4,137-93.9% | $2,428-89.6% |
| Participant deferral / active EE | $2,335 | $4,169-44.0% | $5,506-57.6% | $4,046-42.3% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |