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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 | $27,457 | $55,453-50.5% | $170,435-83.9% | $62,293-55.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.26% | 21.38%-8.1pp | 205.94%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $441 | $2,164-79.6% | $5,432-91.9% | $2,042-78.4% |
| Participant deferral / active EE | $649 | $2,303-71.8% | $4,939-86.9% | $3,169-79.5% |
| Admin fee / account holder | $18 | $455-96.0% | $13,881-99.9% | $479-96.2% |