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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 | $78,859 | $95,438-17.4% | $135,982-42.0% | $74,473+5.9% |
| Participation rate | 99.2% | 78.2%+21.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 37.45% | 32.61%+4.8pp | 68.32%-30.9pp | 34.36%+3.1pp |
| Employer contribution / active EE | $33 | $3,878-99.1% | $4,859-99.3% | $2,638-98.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |