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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 | $47,859 | $104,663-54.3% | $106,619-55.1% | - |
| Participation rate | 71.7% | 48.9%+22.8pp | 78.0%-6.3pp | - |
| Annual return | 8.86% | 2.51%+6.4pp | 9.42%-0.6pp | - |
| Employer contribution / active EE | $2,285 | $883+158.7% | $3,947-42.1% | - |
| Participant deferral / active EE | $3,808 | $2,465+54.5% | $3,930-3.1% | - |
| Admin fee / account holder | $25 | $3,531-99.3% | $6,418-99.6% | - |