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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 | $47,816 | $89,739-46.7% | $149,716-68.1% | $62,293-23.2% |
| Participation rate | 78.0% | 85.1%-7.1pp | 87.1%-9.1pp | 69.5%+8.5pp |
| Annual return | 19.78% | 21.01%-1.2pp | 1501.67%-1481.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,092 | $3,233-66.2% | $5,444-80.0% | $2,042-46.6% |
| Participant deferral / active EE | $3,430 | $4,797-28.5% | $6,568-47.8% | $3,169+8.2% |
| Admin fee / account holder | $95 | $551-82.7% | $11,282-99.2% | $479-80.1% |