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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 | $131,090 | $65,437+100.3% | $86,698+51.2% | $66,949+95.8% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | 4.26% | -10.91%+15.2pp | 35.96%-31.7pp | 1.57%+2.7pp |
| Employer contribution / active EE | $673 | $2,154-68.7% | $2,837-76.3% | $2,545-73.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,492-100.0% | $594-99.9% |