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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 | $55,430 | $72,303-23.3% | $86,698-36.1% | $64,824-14.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 27.59% | 392.77%-365.2pp | 35.96%-8.4pp | 32.84%-5.3pp |
| Employer contribution / active EE | $436 | $2,393-81.8% | $2,837-84.6% | $2,507-82.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |