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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 | $117,554 | $71,142+65.2% | $119,634-1.7% | $64,824+81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 1295.87% | -10.01%+1305.9pp | -14.98%+1310.9pp | 32.84%+1263.0pp |
| Employer contribution / active EE | $88 | $2,497-96.5% | $4,232-97.9% | $2,507-96.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,329-100.0% | $188-100.0% |