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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 | $29,404 | $78,275-62.4% | $109,173-73.1% | $86,821-66.1% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.9%+22.2pp | 72.3%+25.8pp |
| Annual return | 58.65% | 19.14%+39.5pp | 25.75%+32.9pp | 97.94%-39.3pp |
| Employer contribution / active EE | $342 | $3,105-89.0% | $3,723-90.8% | $2,406-85.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |