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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 | $67,243 | $213,957-68.6% | $149,745-55.1% | - |
| Participation rate | 85.9% | 79.5%+6.4pp | 82.5%+3.5pp | - |
| Annual return | 11.06% | 9.83%+1.2pp | 276.72%-265.7pp | - |
| Employer contribution / active EE | $2,908 | $3,868-24.8% | $4,646-37.4% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $7 | $24,510-100.0% | $9,312-99.9% | - |