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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 | $167,672 | $122,051+37.4% | $184,185-9.0% | $74,400+125.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 22.00% | 19.91%+2.1pp | 28.81%-6.8pp | 1367.51%-1345.5pp |
| Employer contribution / active EE | $1,389 | $4,539-69.4% | $6,426-78.4% | $2,624-47.1% |
| Participant deferral / active EE | $17,496 | $7,146+144.9% | $9,132+91.6% | $4,348+302.4% |
| Admin fee / account holder | $49 | $1,258-96.1% | $13,909-99.6% | $1,944-97.5% |