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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 | $106,351-23.2% | $105,223-22.3% | $103,975-21.4% |
| Participation rate | 98.0% | 80.0%+18.0pp | 75.0%+23.0pp | 72.5%+25.5pp |
| Annual return | 27.42% | 11.69%+15.7pp | 180.65%-153.2pp | 19.41%+8.0pp |
| Employer contribution / active EE | $1,079 | $5,336-79.8% | $3,689-70.7% | $3,722-71.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $8,859-100.0% | $332-100.0% |