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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 | $29,623 | $55,449-46.6% | $83,831-64.7% | $56,289-47.4% |
| Participation rate | 98.4% | 68.0%+30.4pp | 76.1%+22.3pp | 69.9%+28.5pp |
| Annual return | 3.90% | -1.38%+5.3pp | 850.99%-847.1pp | -9.96%+13.9pp |
| Employer contribution / active EE | $294 | $2,430-87.9% | $3,631-91.9% | $2,111-86.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |