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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 | $83,023+164.5% | $102,437+114.4% | $77,762+182.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 41.54% | 19.12%+22.4pp | 24.95%+16.6pp | 31.27%+10.3pp |
| Employer contribution / active EE | $75 | $3,552-97.9% | $3,871-98.1% | $2,728-97.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |