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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 | $171,987 | $93,010+84.9% | $96,538+78.2% | $74,473+130.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 35.88% | 37.50%-1.6pp | 35.74%+0.1pp | 34.36%+1.5pp |
| Employer contribution / active EE | $87 | $3,427-97.5% | $3,740-97.7% | $2,638-96.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |