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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 | $80,731-25.5% | $103,374-41.9% | $74,546-19.4% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 40.20% | 27.56%+12.6pp | 24.89%+15.3pp | 1366.03%-1325.8pp |
| Employer contribution / active EE | $639 | $3,158-79.8% | $3,869-83.5% | $2,624-75.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |