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Participant 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 | $55,832 | $49,255+13.4% | $70,494-20.8% | $79,856-30.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.99% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $645 | $2,100-69.3% | $2,738-76.5% | $2,471-73.9% |
| Participant deferral / active EE | $645 | $2,768-76.7% | $3,711-82.6% | $3,741-82.7% |
| Admin fee / account holder | $24 | $2,879-99.2% | $3,848-99.4% | $5,306-99.5% |