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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 | $52,054 | $45,602+14.1% | $117,498-55.7% | $66,930-22.2% |
| Participation rate | 78.5% | 57.6%+20.9pp | 70.6%+7.9pp | 69.8%+8.7pp |
| Annual return | -9.13% | -16.74%+7.6pp | 29.75%-38.9pp | 1.57%-10.7pp |
| Employer contribution / active EE | -$67 | $1,579-104.2% | $4,178-101.6% | $2,545-102.6% |
| Participant deferral / active EE | $1,544 | $2,845-45.7% | $4,071-62.1% | $4,238-63.6% |
| Admin fee / account holder | $0 | $661-100.0% | $5,646-100.0% | $593-100.0% |