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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 | $197,247 | $53,546+268.4% | $69,890+182.2% | $68,490+188.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 31.09% | -13.87%+45.0pp | 190.84%-159.7pp | -7.85%+38.9pp |
| Employer contribution / active EE | $20 | $2,019-99.0% | $2,560-99.2% | $2,597-99.2% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |