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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 | $39,155 | $64,286-39.1% | $90,970-57.0% | $73,412-46.7% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.0%+26.9pp | 72.2%+23.7pp |
| Annual return | 15.20% | 21.46%-6.3pp | 134.60%-119.4pp | 59.30%-44.1pp |
| Employer contribution / active EE | $179 | $895-80.0% | $2,122-91.6% | $2,234-92.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |