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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 | $60,106 | $80,781-25.6% | $102,437-41.3% | $74,478-19.3% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 40.20% | 27.58%+12.6pp | 24.95%+15.3pp | 1370.56%-1330.4pp |
| Employer contribution / active EE | $639 | $3,160-79.8% | $3,871-83.5% | $2,626-75.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |