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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 | $44,311 | $91,424-51.5% | $135,942-67.4% | $71,495-38.0% |
| Participation rate | 78.0% | 75.7%+2.3pp | 81.9%-3.9pp | 67.9%+10.0pp |
| Annual return | 20.59% | 29.90%-9.3pp | 68.28%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $873 | $3,704-76.4% | $4,858-82.0% | $2,589-66.3% |
| Participant deferral / active EE | $3,626 | $7,092-48.9% | $7,759-53.3% | $4,291-15.5% |
| Admin fee / account holder | $49 | $1,266-96.1% | $10,764-99.5% | $1,588-96.9% |