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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 | $19,574 | $45,283-56.8% | $155,789-87.4% | $52,331-62.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 76.1%+23.9pp | 68.1%+31.9pp |
| Annual return | -1.48% | 1.80%-3.3pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,351 | $1,329+1.7% | $3,839-64.8% | $1,882-28.2% |
| Participant deferral / active EE | $925 | $2,854-67.6% | $4,798-80.7% | $3,022-69.4% |
| Admin fee / account holder | $14 | $981-98.6% | $7,477-99.8% | $592-97.7% |