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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 | $57,117 | $92,076-38.0% | $105,607-45.9% | $77,736-26.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 53.02% | 17.84%+35.2pp | 116.11%-63.1pp | 31.26%+21.8pp |
| Employer contribution / active EE | $770 | $3,370-77.2% | $3,167-75.7% | $2,728-71.8% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $3 | $219-98.6% | $10,958-100.0% | $433-99.3% |