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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 | $41,271 | $57,384-28.1% | $106,387-61.2% | $56,287-26.7% |
| Participation rate | 97.1% | 71.3%+25.8pp | 77.5%+19.7pp | 69.9%+27.3pp |
| Annual return | 6.89% | 5.91%+1.0pp | 0.25%+6.6pp | -9.96%+16.8pp |
| Employer contribution / active EE | $305 | $2,348-87.0% | $3,520-91.3% | $2,111-85.6% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |