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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 | $63,949 | $80,748-20.8% | $102,383-37.5% | $74,429-14.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 20.85% | 27.57%-6.7pp | 24.94%-4.1pp | 1368.38%-1347.5pp |
| Employer contribution / active EE | $342 | $3,159-89.2% | $3,870-91.2% | $2,625-87.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |