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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 | $80,412 | $63,471+26.7% | $68,803+16.9% | $66,949+20.1% |
| Participation rate | 99.5% | 60.0%+39.5pp | 69.0%+30.4pp | 69.8%+29.6pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $208 | $1,776-88.3% | $2,656-92.2% | $2,545-91.8% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |