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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 | $76,084 | $72,303+5.2% | $86,698-12.2% | $64,824+17.4% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 4.20% | 392.77%-388.6pp | 35.96%-31.8pp | 32.84%-28.6pp |
| Employer contribution / active EE | $713 | $2,393-70.2% | $2,837-74.9% | $2,507-71.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |