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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 | $24,468 | $72,177-66.1% | $115,038-78.7% | $59,633-59.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 16.78% | 12.02%+4.8pp | 26.14%-9.4pp | 2041.45%-2024.7pp |
| Employer contribution / active EE | $401 | $2,841-85.9% | $4,608-91.3% | $2,203-81.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |