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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 | $45,980 | $45,082+2.0% | $69,464-33.8% | $72,975-37.0% |
| Participation rate | 93.1% | 68.5%+24.6pp | 74.6%+18.5pp | 69.5%+23.6pp |
| Annual return | 15.52% | 22.66%-7.1pp | 28.98%-13.5pp | 81.01%-65.5pp |
| Employer contribution / active EE | $726 | $2,055-64.7% | $2,779-73.9% | $2,440-70.3% |
| Participant deferral / active EE | $726 | $2,604-72.1% | $3,536-79.5% | $3,608-79.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |