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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 | $62,206 | $72,639-14.4% | $90,766-31.5% | $66,949-7.1% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | 2.99% | -12.28%+15.3pp | -12.16%+15.1pp | 1.57%+1.4pp |
| Employer contribution / active EE | $126 | $2,369-94.7% | $2,922-95.7% | $2,545-95.1% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |