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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 | $35,015 | $77,677-54.9% | $109,173-67.9% | $79,391-55.9% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.5pp | 70.7%+28.6pp |
| Annual return | 1505.06% | 23.44%+1481.6pp | 25.75%+1479.3pp | 116.88%+1388.2pp |
| Employer contribution / active EE | $598 | $2,798-78.6% | $3,723-83.9% | $2,428-75.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.9% | $6,755-100.0% | $627-99.9% |