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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 | $127,850 | $88,982+43.7% | $102,438+24.8% | $77,671+64.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 24.34% | 25.01%-0.7pp | 29.37%-5.0pp | 31.21%-6.9pp |
| Employer contribution / active EE | $976 | $2,698-63.8% | $3,024-67.7% | $2,726-64.2% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |