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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 | $31,603 | $44,714-29.3% | $91,225-65.4% | $66,938-52.8% |
| Participation rate | 76.2% | 65.0%+11.2pp | 73.2%+3.0pp | 69.8%+6.4pp |
| Annual return | -16.62% | -12.25%-4.4pp | 114.12%-130.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $294 | $1,710-82.8% | $2,851-89.7% | $2,545-88.5% |
| Participant deferral / active EE | $1,743 | $3,355-48.1% | $4,233-58.8% | $4,238-58.9% |
| Admin fee / account holder | $20 | $521-96.2% | $5,422-99.6% | $594-96.7% |