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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 | $48,105 | $59,328-18.9% | $118,914-59.5% | $73,497-34.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 20.48% | 19.13%+1.4pp | 35.89%-15.4pp | 28.51%-8.0pp |
| Employer contribution / active EE | $472 | $1,803-73.8% | $3,264-85.5% | $2,270-79.2% |
| Participant deferral / active EE | $2,723 | $2,604+4.6% | $4,266-36.2% | $3,740-27.2% |
| Admin fee / account holder | $243 | $600-59.6% | $6,582-96.3% | $513-52.7% |