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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 | $240,230 | $65,437+267.1% | $86,698+177.1% | $66,949+258.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 14.63% | -10.91%+25.5pp | 35.96%-21.3pp | 1.57%+13.1pp |
| Employer contribution / active EE | $480 | $2,154-77.7% | $2,837-83.1% | $2,545-81.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |