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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 | $34,209 | $80,753-57.6% | $136,298-74.9% | $62,293-45.1% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 276.19% | 35.83%+240.4pp | 5156.27%-4880.1pp | 28.90%+247.3pp |
| Employer contribution / active EE | $449 | $2,884-84.4% | $4,696-90.4% | $2,042-78.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |