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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 | $47,573 | $106,236-55.2% | $112,263-57.6% | $64,824-26.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.57% | -6.02%-2.5pp | 27.49%-36.1pp | 32.84%-41.4pp |
| Employer contribution / active EE | $190 | $3,167-94.0% | $3,636-94.8% | $2,507-92.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |