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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 | $59,677 | $101,499-41.2% | $147,005-59.4% | $74,546-19.9% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+27.9pp |
| Annual return | 425.80% | 8732.34%-8306.5pp | 418.76%+7.0pp | 1366.03%-940.2pp |
| Employer contribution / active EE | $317 | $3,811-91.7% | $4,934-93.6% | $2,624-87.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |