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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 | $21,827 | $46,732-53.3% | $156,551-86.1% | $55,167-60.4% |
| Participation rate | 97.2% | 65.8%+31.5pp | 84.0%+13.2pp | 69.0%+28.3pp |
| Annual return | 9.65% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $268 | $2,105-87.2% | $5,501-95.1% | $1,963-86.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |