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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 | $61,731 | $106,247-41.9% | $147,096-58.0% | $77,714-20.6% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 22.83% | 56.87%-34.0pp | 419.75%-396.9pp | 31.26%-8.4pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $17,482 | $7,996+118.6% | $8,071+116.6% | $4,649+276.0% |
| Admin fee / account holder | $8 | $338-97.6% | $13,005-99.9% | $433-98.1% |