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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 | $24,818 | $77,523-68.0% | $100,383-75.3% | $80,874-69.3% |
| Participation rate | 98.4% | 77.0%+21.5pp | 81.5%+16.9pp | 67.6%+30.8pp |
| Annual return | 23.44% | 37.21%-13.8pp | 49.26%-25.8pp | 35.62%-12.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,377 | $6,822+81.4% | $8,086+53.1% | $4,297+188.1% |
| Admin fee / account holder | $33 | $5,899-99.4% | $7,900-99.6% | $6,935-99.5% |