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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 | $40,714 | $82,163-50.4% | $125,358-67.5% | $64,811-37.2% |
| Participation rate | 99.4% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | 36.60% | 3.49%+33.1pp | 572.03%-535.4pp | 32.83%+3.8pp |
| Employer contribution / active EE | $282 | $3,616-92.2% | $4,814-94.1% | $2,506-88.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |