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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 | $77,472-68.0% | $100,415-75.3% | $80,959-69.3% |
| Participation rate | 98.4% | 76.9%+21.5pp | 81.5%+16.9pp | 67.7%+30.7pp |
| Annual return | 23.44% | 37.26%-13.8pp | 49.47%-26.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,377 | $6,818+81.5% | $8,091+53.0% | $4,300+187.8% |
| Admin fee / account holder | $33 | $5,885-99.4% | $7,906-99.6% | $6,925-99.5% |