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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 | $47,447 | $55,002-13.7% | $59,887-20.8% | $56,287-15.7% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.7%+23.9pp | 69.9%+28.8pp |
| Annual return | 8.33% | 1.13%+7.2pp | 3.46%+4.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $2,993 | $2,448+22.3% | $2,722+10.0% | $2,111+41.8% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |