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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 | $50,379 | $65,437-23.0% | $86,698-41.9% | $66,949-24.8% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.8pp |
| Annual return | 31.26% | -10.91%+42.2pp | 35.96%-4.7pp | 1.57%+29.7pp |
| Employer contribution / active EE | $324 | $2,154-84.9% | $2,837-88.6% | $2,545-87.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |