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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 | $39,608 | $84,940-53.4% | $111,306-64.4% | $79,389-50.1% |
| Participation rate | 99.1% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 41.65% | 17.45%+24.2pp | 54.67%-13.0pp | 116.89%-75.2pp |
| Employer contribution / active EE | $253 | $1,979-87.2% | $2,732-90.7% | $2,428-89.6% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |