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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 | $114,984 | $58,234+97.5% | $81,783+40.6% | $80,874+42.2% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.4%+18.3pp | 67.6%+23.0pp |
| Annual return | 16.61% | 41.70%-25.1pp | 775.05%-758.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $236 | $2,341-89.9% | $2,913-91.9% | $2,756-91.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |