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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 | $30,633 | $80,748-62.1% | $102,383-70.1% | $74,429-58.8% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.7pp | 67.2%+14.0pp |
| Annual return | 16.87% | 27.57%-10.7pp | 24.94%-8.1pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $757 | $3,159-76.0% | $3,870-80.4% | $2,625-71.2% |
| Participant deferral / active EE | $2,741 | $3,861-29.0% | $5,060-45.8% | $4,348-37.0% |
| Admin fee / account holder | $157 | $2,371-93.4% | $8,391-98.1% | $1,944-91.9% |