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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 | $66,389 | $79,519-16.5% | $95,964-30.8% | $73,412-9.6% |
| Participation rate | 94.2% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 34.09% | 19.20%+14.9pp | 91.64%-57.5pp | 59.30%-25.2pp |
| Employer contribution / active EE | $414 | $2,048-79.8% | $2,541-83.7% | $2,234-81.5% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $6 | $184-96.8% | $6,797-99.9% | $158-96.3% |