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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 | $22,249 | $63,809-65.1% | $81,353-72.7% | $80,935-72.5% |
| Participation rate | 90.9% | 63.9%+27.0pp | 69.5%+21.4pp | 67.7%+23.2pp |
| Annual return | 14.24% | 16.37%-2.1pp | 24.82%-10.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4 | $1,981-99.8% | $2,464-99.8% | $2,757-99.9% |
| Participant deferral / active EE | $4,518 | $3,093+46.1% | $3,885+16.3% | $4,299+5.1% |
| Admin fee / account holder | $38 | $5,686-99.3% | $5,766-99.3% | $6,924-99.5% |