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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 | $71,264 | $130,294-45.3% | $170,057-58.1% | $71,529-0.4% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.24% | 20.36%-5.1pp | 53.42%-38.2pp | 28.97%-13.7pp |
| Employer contribution / active EE | $1,207 | $4,385-72.5% | $6,790-82.2% | $2,590-53.4% |
| Participant deferral / active EE | $4,525 | $6,928-34.7% | $10,411-56.5% | $4,291+5.4% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |