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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 | $87,989 | $60,989+44.3% | $60,906+44.5% | $66,938+31.4% |
| Participation rate | 95.7% | 74.5%+21.2pp | 73.1%+22.6pp | 69.8%+25.9pp |
| Annual return | -10.74% | -9.60%-1.1pp | 16.94%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $13 | $2,661-99.5% | $2,703-99.5% | $2,545-99.5% |
| Participant deferral / active EE | $3,114 | $3,615-13.8% | $3,814-18.3% | $4,238-26.5% |
| Admin fee / account holder | $246 | $338-27.3% | $3,227-92.4% | $594-58.6% |