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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 | $82,408 | $99,201-16.9% | $96,544-14.6% | $74,473+10.7% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 24.44% | 22.40%+2.0pp | 25.88%-1.4pp | 34.36%-9.9pp |
| Employer contribution / active EE | $776 | $2,570-69.8% | $2,966-73.8% | $2,638-70.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |