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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 | $35,188 | $79,523-55.8% | $140,019-74.9% | $56,289-37.5% |
| Participation rate | 96.8% | 85.7%+11.1pp | 87.5%+9.3pp | 69.9%+27.0pp |
| Annual return | -1.15% | 2.39%-3.5pp | 651.17%-652.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $992 | $3,350-70.4% | $5,605-82.3% | $2,111-53.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |