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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 | $27,302 | $61,166-55.4% | $185,849-85.3% | $79,391-65.6% |
| Participation rate | 84.6% | 66.6%+17.9pp | 81.7%+2.9pp | 70.7%+13.9pp |
| Annual return | 38.74% | 19.45%+19.3pp | 122.10%-83.4pp | 116.88%-78.1pp |
| Employer contribution / active EE | $244 | $2,321-89.5% | $5,169-95.3% | $2,428-89.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |