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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 | $73,241 | $69,383+5.6% | $101,271-27.7% | $73,493-0.3% |
| Participation rate | 99.2% | 68.4%+30.9pp | 75.8%+23.4pp | 70.7%+28.5pp |
| Annual return | 20.68% | 18.46%+2.2pp | 46.48%-25.8pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |