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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 | $68,865 | $116,081-40.7% | $156,181-55.9% | $79,634-13.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 78.8%+21.2pp | 62.5%+37.5pp |
| Annual return | 29.97% | 15.89%+14.1pp | 64.87%-34.9pp | 36.46%-6.5pp |
| Employer contribution / active EE | $189 | $2,828-93.3% | $4,294-95.6% | $2,529-92.5% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |