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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 | $89,519 | $121,341-26.2% | $189,545-52.8% | $79,389+12.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.75% | 21.08%-6.3pp | 555.36%-540.6pp | 116.89%-102.1pp |
| Employer contribution / active EE | $1,118 | $3,915-71.4% | $6,162-81.9% | $2,428-54.0% |
| Participant deferral / active EE | $3,833 | $6,395-40.1% | $8,220-53.4% | $4,046-5.3% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |