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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 | $31,807 | $51,283-38.0% | $95,740-66.8% | $71,511-55.5% |
| Participation rate | 80.1% | 63.1%+17.0pp | 72.3%+7.9pp | 67.9%+12.2pp |
| Annual return | 16.57% | 25.25%-8.7pp | 28.41%-11.8pp | 28.86%-12.3pp |
| Employer contribution / active EE | $291 | $1,817-84.0% | $2,836-89.8% | $2,589-88.8% |
| Participant deferral / active EE | $1,731 | $3,365-48.6% | $4,244-59.2% | $4,291-59.7% |
| Admin fee / account holder | $63 | $1,135-94.5% | $5,676-98.9% | $1,588-96.1% |