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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 | $74,376 | $241,850-69.2% | $102,383-27.4% | $199,921-62.8% |
| Participation rate | 98.4% | 78.3%+20.1pp | 74.5%+23.9pp | 72.0%+26.4pp |
| Annual return | 217.62% | 17.67%+200.0pp | 24.94%+192.7pp | 34.28%+183.3pp |
| Employer contribution / active EE | $385 | $4,253-90.9% | $3,870-90.0% | $3,035-87.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $288-99.9% | $8,391-100.0% | $269-99.9% |