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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 | $24,800 | $50,956-51.3% | $96,572-74.3% | $86,821-71.4% |
| Participation rate | 94.3% | 65.2%+29.1pp | 69.8%+24.5pp | 72.3%+22.0pp |
| Annual return | 62.54% | 21.27%+41.3pp | 37.79%+24.7pp | 97.94%-35.4pp |
| Employer contribution / active EE | $130 | $1,111-88.3% | $2,357-94.5% | $2,406-94.6% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,183-100.0% | $170-100.0% |