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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 | $43,304 | $77,817-44.4% | $123,553-65.0% | $64,173-32.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.14% | 12.49%-5.3pp | 119.21%-112.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $5,256 | $3,014+74.4% | $4,628+13.6% | $2,381+120.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |