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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 | $57,613 | $89,652-35.7% | $141,197-59.2% | $65,186-11.6% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 33.46% | 32.79%+0.7pp | 71.41%-37.9pp | 29.39%+4.1pp |
| Employer contribution / active EE | $263 | $3,065-91.4% | $4,736-94.5% | $2,177-87.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $87 | $569-84.6% | $10,265-99.1% | $847-89.7% |