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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 | $25,240 | $55,453-54.5% | $170,435-85.2% | $62,293-59.5% |
| Participation rate | 93.2% | 66.4%+26.8pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 14.39% | 21.38%-7.0pp | 205.94%-191.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $660 | $2,303-71.3% | $4,939-86.6% | $3,169-79.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |