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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 | $33,781 | $91,424-63.1% | $135,942-75.2% | $71,495-52.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 178.13% | 29.90%+148.2pp | 68.28%+109.8pp | 28.85%+149.3pp |
| Employer contribution / active EE | $144 | $3,704-96.1% | $4,858-97.0% | $2,589-94.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,764-100.0% | $1,588-99.9% |