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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 | $106,247+4.1% | $147,096-24.8% | $77,714+42.3% |
| Participation rate | 99.9% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 81.91% | 56.87%+25.0pp | 419.75%-337.8pp | 31.26%+50.7pp |
| Employer contribution / active EE | $509 | $4,069-87.5% | $4,936-89.7% | $2,727-81.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |