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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 | $51,429 | $79,151-35.0% | $60,906-15.6% | $64,819-20.7% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.5pp |
| Annual return | -12.66% | -7.12%-5.5pp | 16.94%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $717 | $3,052-76.5% | $2,703-73.5% | $2,507-71.4% |
| Participant deferral / active EE | $1,920 | $3,727-48.5% | $3,814-49.7% | $4,311-55.5% |
| Admin fee / account holder | $23 | $106-78.6% | $3,227-99.3% | $188-88.0% |