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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 | $22,369 | $51,769-56.8% | $57,356-61.0% | $52,331-57.3% |
| Participation rate | 98.1% | 75.2%+22.8pp | 75.1%+23.0pp | 68.1%+30.0pp |
| Annual return | 1.74% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $843 | $2,335-63.9% | $2,689-68.7% | $1,882-55.2% |
| Participant deferral / active EE | $843 | $2,794-69.8% | $3,162-73.3% | $3,022-72.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |