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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 | $56,030 | $95,438-41.3% | $135,982-58.8% | $74,473-24.8% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.0pp |
| Annual return | 134.84% | 32.61%+102.2pp | 68.32%+66.5pp | 34.36%+100.5pp |
| Employer contribution / active EE | $89 | $3,878-97.7% | $4,859-98.2% | $2,638-96.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |