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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 | $57,992 | $85,766-32.4% | $136,298-57.5% | $70,126-17.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 95.20% | 31.46%+63.7pp | 5156.27%-5061.1pp | 73.15%+22.1pp |
| Employer contribution / active EE | $485 | $2,966-83.7% | $4,696-89.7% | $2,343-79.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |