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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 | $91,503 | $78,781+16.1% | $100,528-9.0% | $73,412+24.6% |
| Participation rate | 97.4% | 80.0%+17.3pp | 79.4%+18.0pp | 72.2%+25.2pp |
| Annual return | 15.84% | 31.69%-15.8pp | 30.90%-15.1pp | 59.30%-43.5pp |
| Employer contribution / active EE | $1,692 | $2,420-30.1% | $3,419-50.5% | $2,234-24.2% |
| Participant deferral / active EE | $2,907 | $6,537-55.5% | $6,271-53.6% | $3,806-23.6% |
| Admin fee / account holder | $0 | $145-100.0% | $8,084-100.0% | $158-100.0% |