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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 | $58,258+97.4% | $81,820+40.5% | $80,925+42.1% |
| Participation rate | 90.6% | 63.5%+27.2pp | 72.4%+18.2pp | 67.7%+23.0pp |
| Annual return | 16.61% | 41.76%-25.2pp | 777.93%-761.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $236 | $2,345-89.9% | $2,915-91.9% | $2,756-91.4% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |