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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 | $23,224 | $44,221-47.5% | $121,208-80.8% | $56,287-58.7% |
| Participation rate | 94.2% | 61.1%+33.1pp | 71.8%+22.4pp | 69.9%+24.3pp |
| Annual return | 8.35% | -3.58%+11.9pp | 16.93%-8.6pp | -9.96%+18.3pp |
| Employer contribution / active EE | $1,766 | $1,480+19.3% | $4,023-56.1% | $2,111-16.4% |
| Participant deferral / active EE | $588 | $2,521-76.7% | $3,345-82.4% | $3,350-82.4% |
| Admin fee / account holder | $8 | $480-98.4% | $5,020-99.8% | $521-98.6% |