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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 | $74,643 | $65,322+14.3% | $70,494+5.9% | $73,497+1.6% |
| Participation rate | 78.4% | 77.0%+1.5pp | 75.1%+3.4pp | 70.7%+7.7pp |
| Annual return | 15.29% | 15.71%-0.4pp | 109.16%-93.9pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,653 | $3,375+37.9% | $3,711+25.4% | $3,740+24.4% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |