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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $57,976-15.0% | $63,018-21.8% | $62,293-20.9% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.4pp | 69.5%+29.6pp |
| Annual return | 13.69% | 17.54%-3.8pp | 87.62%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,079 | $2,956-29.7% | $3,330-37.6% | $3,169-34.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |