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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 | $40,751 | $86,897-53.1% | $151,645-73.1% | $64,824-37.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -3.81% | -3.57%-0.2pp | 3.34%-7.2pp | 32.84%-36.7pp |
| Employer contribution / active EE | $92 | $4,010-97.7% | $6,165-98.5% | $2,507-96.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1 | $153-99.7% | $11,614-100.0% | $188-99.7% |