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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 | $140,251 | $66,528+110.8% | $86,868+61.5% | $86,813+61.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 22.16% | 19.56%+2.6pp | 63.53%-41.4pp | 97.93%-75.8pp |
| Employer contribution / active EE | $211 | $2,007-89.5% | $2,496-91.5% | $2,406-91.2% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $90 | $148-39.3% | $5,829-98.5% | $170-46.9% |