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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 | $110,623 | $106,110+4.3% | $147,005-24.7% | $77,671+42.4% |
| Participation rate | 99.9% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 81.91% | 56.77%+25.1pp | 418.76%-336.9pp | 31.21%+50.7pp |
| Employer contribution / active EE | $509 | $4,065-87.5% | $4,934-89.7% | $2,726-81.3% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |