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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 | $58,971 | $79,124-25.5% | $60,899-3.2% | $64,814-9.0% |
| Participation rate | 93.2% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.7pp |
| Annual return | -13.02% | -7.13%-5.9pp | 16.92%-29.9pp | 32.84%-45.9pp |
| Employer contribution / active EE | $744 | $3,050-75.6% | $2,702-72.5% | $2,507-70.3% |
| Participant deferral / active EE | $1,855 | $3,725-50.2% | $3,817-51.4% | $4,310-57.0% |
| Admin fee / account holder | $224 | $106+112.2% | $3,225-93.0% | $188+19.3% |