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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 | $56,675 | $64,176-11.7% | $112,263-49.5% | $66,949-15.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -11.12% | -13.80%+2.7pp | 27.49%-38.6pp | 1.57%-12.7pp |
| Employer contribution / active EE | $144 | $3,007-95.2% | $3,636-96.0% | $2,545-94.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |