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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 | $136,937 | $106,236+28.9% | $112,263+22.0% | $64,824+111.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 20.27% | -6.02%+26.3pp | 27.49%-7.2pp | 32.84%-12.6pp |
| Employer contribution / active EE | $94 | $3,167-97.0% | $3,636-97.4% | $2,507-96.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |