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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 | $139,870 | $82,188+70.2% | $125,391+11.5% | $64,824+115.8% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | 43.48% | 3.50%+40.0pp | 572.41%-528.9pp | 32.84%+10.6pp |
| Employer contribution / active EE | $828 | $3,617-77.1% | $4,816-82.8% | $2,507-67.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |