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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 | $219,589 | $82,972+164.7% | $103,374+112.4% | $77,671+182.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 41.54% | 19.14%+22.4pp | 24.89%+16.7pp | 31.21%+10.3pp |
| Employer contribution / active EE | $75 | $3,554-97.9% | $3,869-98.1% | $2,726-97.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |