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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 | $106,230+4.1% | $147,080-24.8% | $77,736+42.3% |
| Participation rate | 99.9% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 81.91% | 56.91%+25.0pp | 420.17%-338.3pp | 31.26%+50.6pp |
| Employer contribution / active EE | $509 | $4,072-87.5% | $4,933-89.7% | $2,728-81.3% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |