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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 | $24,299 | $54,320-55.3% | $67,653-64.1% | $52,331-53.6% |
| Participation rate | 93.7% | 73.6%+20.1pp | 75.7%+18.0pp | 68.1%+25.6pp |
| Annual return | 1.37% | 6.81%-5.4pp | 6625.22%-6623.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,696 | $1,544+9.9% | $2,266-25.1% | $1,882-9.9% |
| Participant deferral / active EE | $1,047 | $2,950-64.5% | $3,560-70.6% | $3,022-65.3% |
| Admin fee / account holder | $1 | $527-99.9% | $4,821-100.0% | $592-99.9% |