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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 | $98,776-17.3% | $119,126-31.4% | $89,670-8.9% |
| Participation rate | 98.0% | 83.1%+14.9pp | 75.8%+22.3pp | 71.2%+26.9pp |
| Annual return | 27.42% | 9.25%+18.2pp | 282.11%-254.7pp | 19.66%+7.8pp |
| Employer contribution / active EE | $1,079 | $5,802-81.4% | $4,034-73.2% | $4,041-73.3% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $230-100.0% | $10,693-100.0% | $352-100.0% |