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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 | $32,107 | $75,828-57.7% | $67,653-52.5% | - |
| Participation rate | 99.6% | 68.4%+31.2pp | 75.7%+23.9pp | - |
| Annual return | 0.25% | -0.25%+0.5pp | 6625.22%-6625.0pp | - |
| Employer contribution / active EE | $698 | $1,407-50.4% | $2,266-69.2% | - |
| Participant deferral / active EE | $2,402 | $2,505-4.1% | $3,560-32.5% | - |
| Admin fee / account holder | $8 | $8,125-99.9% | $4,821-99.8% | - |