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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 | $20,609 | $46,360-55.5% | $147,617-86.0% | $52,331-60.6% |
| Participation rate | 95.5% | 64.9%+30.5pp | 84.6%+10.8pp | 68.1%+27.3pp |
| Annual return | 32.58% | 1.62%+31.0pp | 61.98%-29.4pp | 4.54%+28.0pp |
| Employer contribution / active EE | $158 | $2,126-92.6% | $5,564-97.2% | $1,882-91.6% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |