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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 | $80,874 | $82,979-2.5% | $102,412-21.0% | $77,736+4.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 0.00% | 19.11%-19.1pp | 24.94%-24.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $167 | $3,554-95.3% | $3,870-95.7% | $2,728-93.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |