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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 | $41,308 | $65,453-36.9% | $86,698-52.4% | $66,938-38.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -10.62% | -10.89%+0.3pp | 35.95%-46.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $690 | $2,154-68.0% | $2,837-75.7% | $2,545-72.9% |
| Participant deferral / active EE | $2,969 | $4,102-27.6% | $4,656-36.2% | $4,238-30.0% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $594-97.6% |