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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 | $22,173 | $42,367-47.7% | $79,583-72.1% | $64,824-65.8% |
| Participation rate | 95.2% | 64.7%+30.4pp | 69.5%+25.7pp | 71.5%+23.7pp |
| Annual return | -2.05% | -12.24%+10.2pp | 0.16%-2.2pp | 32.84%-34.9pp |
| Employer contribution / active EE | $168 | $1,181-85.8% | $2,414-93.0% | $2,507-93.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |