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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 | $46,923 | $45,109+4.0% | $85,240-45.0% | $77,762-39.7% |
| Participation rate | 93.6% | 48.7%+45.0pp | 67.5%+26.1pp | 70.6%+23.0pp |
| Annual return | 15.76% | 79.55%-63.8pp | 66.75%-51.0pp | 31.27%-15.5pp |
| Employer contribution / active EE | $39 | $1,602-97.5% | $2,735-98.6% | $2,728-98.6% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |