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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 | $81,727 | $98,273-16.8% | $150,734-45.8% | $85,660-4.6% |
| Participation rate | 98.0% | 84.0%+14.0pp | 78.4%+19.6pp | 74.8%+23.2pp |
| Annual return | 27.42% | 7.62%+19.8pp | 600.81%-573.4pp | 19.52%+7.9pp |
| Employer contribution / active EE | $1,079 | $5,764-81.3% | $4,918-78.1% | $4,199-74.3% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $226-100.0% | $14,905-100.0% | $224-100.0% |