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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 | $39,367 | $45,050-12.6% | $63,018-37.5% | $70,126-43.9% |
| Participation rate | 98.4% | 69.5%+28.9pp | 74.8%+23.6pp | 69.5%+28.8pp |
| Annual return | 13.13% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $739 | $2,052-64.0% | $2,761-73.2% | $2,343-68.4% |
| Participant deferral / active EE | $739 | $2,466-70.0% | $3,330-77.8% | $3,332-77.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |