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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 | $108,365 | $80,753+34.2% | $136,298-20.5% | $62,293+74.0% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 87.56% | 35.83%+51.7pp | 5156.27%-5068.7pp | 28.90%+58.7pp |
| Employer contribution / active EE | $4,650 | $2,884+61.2% | $4,696-1.0% | $2,042+127.7% |
| Participant deferral / active EE | $1,721 | $5,164-66.7% | $6,247-72.4% | $3,169-45.7% |
| Admin fee / account holder | $5 | $525-99.0% | $9,244-99.9% | $479-98.9% |