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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 | $101,672-41.3% | $147,117-59.4% | $74,478-19.9% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 425.80% | 8757.83%-8332.0pp | 420.54%+5.3pp | 1370.56%-944.8pp |
| Employer contribution / active EE | $317 | $3,813-91.7% | $4,932-93.6% | $2,626-87.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |