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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 | $173,896 | $71,666+142.6% | $117,861+47.5% | $69,631+149.7% |
| Participation rate | 99.7% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 25.21% | 18.86%+6.4pp | 335.11%-309.9pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $85 | $1,889-95.5% | $3,786-97.8% | $2,032-95.8% |
| 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% |