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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 | $36,955 | $65,453-43.5% | $86,698-57.4% | $66,938-44.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 6.24% | -10.89%+17.1pp | 35.95%-29.7pp | 1.58%+4.7pp |
| Employer contribution / active EE | $395 | $2,154-81.7% | $2,837-86.1% | $2,545-84.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |