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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 | $21,662 | $41,854-48.2% | $73,836-70.7% | $52,331-58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 2.06% | 2.11%0pp | 2268.06%-2266.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,147 | $1,920-40.3% | $2,787-58.9% | $1,882-39.1% |
| Participant deferral / active EE | $368 | $2,498-85.3% | $3,583-89.7% | $3,022-87.8% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |