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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 | $47,704 | $63,924-25.4% | $108,582-56.1% | $55,167-13.5% |
| Participation rate | 77.8% | 74.3%+3.5pp | 79.6%-1.7pp | 69.0%+8.9pp |
| Annual return | 8.15% | 15.31%-7.2pp | -51.70%+59.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $305 | $1,879-83.8% | $3,758-91.9% | $1,963-84.4% |
| Participant deferral / active EE | $2,403 | $3,067-21.6% | $4,311-44.3% | $3,054-21.3% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |