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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 | $44,151 | $69,383-36.4% | $101,275-56.4% | $73,497-39.9% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 41.98% | 18.46%+23.5pp | 46.48%-4.5pp | 28.51%+13.5pp |
| Employer contribution / active EE | $419 | $2,628-84.1% | $3,660-88.6% | $2,270-81.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |