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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 | $43,201 | $73,102-40.9% | $123,553-65.0% | $56,289-23.3% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | -2.74% | 3.01%-5.7pp | 119.21%-121.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $4,497 | $2,977+51.1% | $4,628-2.8% | $2,111+113.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |