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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 | $133,502 | $106,264+25.6% | $147,117-9.3% | $77,762+71.7% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 44.92% | 56.94%-12.0pp | 420.54%-375.6pp | 31.27%+13.6pp |
| Employer contribution / active EE | $171 | $4,074-95.8% | $4,932-96.5% | $2,728-93.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $9 | $334-97.3% | $12,993-99.9% | $433-97.9% |