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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 | $212,170 | $71,666+196.1% | $117,861+80.0% | $69,631+204.7% |
| Participation rate | 98.7% | 77.5%+21.2pp | 79.7%+19.0pp | 70.7%+28.0pp |
| Annual return | 70.50% | 18.86%+51.6pp | 335.11%-264.6pp | 27571.02%-27500.5pp |
| Employer contribution / active EE | $163 | $1,889-91.4% | $3,786-95.7% | $2,032-92.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |