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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 | $178,139 | $163,960+8.6% | $91,225+95.3% | - |
| Participation rate | 98.0% | 66.2%+31.7pp | 73.2%+24.8pp | - |
| Annual return | -10.17% | -11.87%+1.7pp | 114.12%-124.3pp | - |
| Employer contribution / active EE | $1,304 | $2,306-43.5% | $2,851-54.3% | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,233-100.0% | - |
| Admin fee / account holder | $0 | $34,394-100.0% | $5,422-100.0% | - |