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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 | $106,230+25.7% | $147,080-9.2% | $77,736+71.7% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 44.92% | 56.91%-12.0pp | 420.17%-375.2pp | 31.26%+13.7pp |
| Employer contribution / active EE | $171 | $4,072-95.8% | $4,933-96.5% | $2,728-93.7% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $9 | $338-97.3% | $12,989-99.9% | $433-97.9% |