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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 | $42,633 | $107,415-60.3% | $135,982-68.6% | $80,169-46.8% |
| Participation rate | 99.5% | 78.0%+21.5pp | 81.9%+17.6pp | 72.9%+26.6pp |
| Annual return | 31.69% | 91.99%-60.3pp | 68.32%-36.6pp | 40.39%-8.7pp |
| Employer contribution / active EE | $127 | $3,878-96.7% | $4,859-97.4% | $2,978-95.7% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,016-100.0% |
| Admin fee / account holder | $3 | $127-98.0% | $10,767-100.0% | $145-98.3% |