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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 | $185,485 | $58,644+216.3% | $178,540+3.9% | $199,960-7.2% |
| Participation rate | 99.1% | 65.5%+33.7pp | 77.1%+22.0pp | 72.0%+27.2pp |
| Annual return | 22.69% | 19.25%+3.4pp | 27.15%-4.5pp | 34.28%-11.6pp |
| Employer contribution / active EE | $294 | $1,801-83.7% | $3,953-92.6% | $3,036-90.3% |
| Participant deferral / active EE | $0 | $4,248-100.0% | $6,281-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $10,424-100.0% | $269-100.0% |