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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 | $109,626 | $86,692+26.5% | $119,634-8.4% | $66,949+63.7% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | 16.97% | -8.00%+25.0pp | -14.98%+32.0pp | 1.57%+15.4pp |
| Employer contribution / active EE | $407 | $2,536-84.0% | $4,232-90.4% | $2,545-84.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |