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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 | $63,758 | $51,769+23.2% | $57,356+11.2% | $52,331+21.8% |
| Participation rate | 98.7% | 75.2%+23.5pp | 75.1%+23.6pp | 68.1%+30.6pp |
| Annual return | 3.56% | 2.43%+1.1pp | 24.41%-20.8pp | 4.54%-1.0pp |
| Employer contribution / active EE | $223 | $2,335-90.4% | $2,689-91.7% | $1,882-88.1% |
| Participant deferral / active EE | $3,196 | $2,794+14.4% | $3,162+1.1% | $3,022+5.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |