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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 | $16,381 | $65,083-74.8% | $143,788-88.6% | $66,930-75.5% |
| Participation rate | 74.4% | 65.2%+9.2pp | 80.3%-6.0pp | 69.8%+4.5pp |
| Annual return | 2.83% | -11.13%+14.0pp | -0.03%+2.9pp | 1.57%+1.3pp |
| Employer contribution / active EE | $816 | $2,361-65.4% | $4,952-83.5% | $2,545-67.9% |
| Participant deferral / active EE | $845 | $2,920-71.0% | $5,638-85.0% | $4,238-80.0% |
| Admin fee / account holder | $44 | $502-91.3% | $14,675-99.7% | $593-92.6% |