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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 | $96,996 | $99,957-3.0% | $149,745-35.2% | $73,497+32.0% |
| Participation rate | 91.6% | 75.7%+15.9pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | 79.89% | 53.87%+26.0pp | 276.72%-196.8pp | 28.51%+51.4pp |
| Employer contribution / active EE | $8 | $3,191-99.8% | $4,646-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $551-95.2% | $9,312-99.7% | $513-94.9% |