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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 | $35,885 | $63,114-43.1% | $92,915-61.4% | $65,186-44.9% |
| Participation rate | 97.6% | 68.8%+28.9pp | 76.0%+21.6pp | 70.2%+27.4pp |
| Annual return | 21.12% | 28.75%-7.6pp | 109.45%-88.3pp | 29.39%-8.3pp |
| Employer contribution / active EE | $410 | $2,571-84.0% | $3,653-88.8% | $2,177-81.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |