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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 | $32,090 | $34,634-7.3% | $77,100-58.4% | $64,824-50.5% |
| Participation rate | 95.2% | 49.8%+45.4pp | 67.9%+27.3pp | 71.5%+23.7pp |
| Annual return | 12.39% | -5.31%+17.7pp | 42.35%-30.0pp | 32.84%-20.5pp |
| Employer contribution / active EE | $37 | $1,385-97.4% | $2,815-98.7% | $2,507-98.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |