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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 | $168,984 | $82,979+103.6% | $102,412+65.0% | $77,736+117.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 32.28% | 19.11%+13.2pp | 24.94%+7.3pp | 31.26%+1.0pp |
| Employer contribution / active EE | $186 | $3,554-94.8% | $3,870-95.2% | $2,728-93.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |