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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 | $38,273 | $287,456-86.7% | $170,435-77.5% | - |
| Participation rate | 97.0% | 60.6%+36.3pp | 83.6%+13.4pp | - |
| Annual return | 10.74% | 6.06%+4.7pp | 205.94%-195.2pp | - |
| Employer contribution / active EE | $3,540 | $2,242+57.9% | $5,432-34.8% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $0 | $39,812-100.0% | $13,881-100.0% | - |