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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 | $103,426 | $82,163+25.9% | $125,381-17.5% | $64,819+59.6% |
| Participation rate | 91.3% | 77.9%+13.4pp | 82.4%+8.9pp | 71.5%+19.8pp |
| Annual return | 23.41% | 3.49%+19.9pp | 572.31%-548.9pp | 32.84%-9.4pp |
| Employer contribution / active EE | $696 | $3,616-80.8% | $4,815-85.6% | $2,507-72.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |