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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 | $84,288 | $88,770-5.0% | $109,191-22.8% | $93,010-9.4% |
| Participation rate | 70.3% | 81.5%-11.1pp | 75.9%-5.5pp | 73.9%-3.6pp |
| Annual return | 86.75% | 60.64%+26.1pp | 25.76%+61.0pp | 158.70%-72.0pp |
| Employer contribution / active EE | $165 | $3,780-95.6% | $3,723-95.6% | $2,705-93.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,756-100.0% | $152-100.0% |