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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 | $74,630 | $86,897-14.1% | $151,628-50.8% | $64,814+15.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 9.50% | -3.57%+13.1pp | 3.34%+6.2pp | 32.84%-23.3pp |
| Employer contribution / active EE | $1,536 | $4,010-61.7% | $6,165-75.1% | $2,507-38.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |