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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 | $28,824 | $69,383-58.5% | $101,275-71.5% | $73,497-60.8% |
| Participation rate | 89.0% | 68.4%+20.6pp | 75.8%+13.2pp | 70.7%+18.3pp |
| Annual return | 15.01% | 18.46%-3.4pp | 46.48%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $16,762 | $2,628+537.8% | $3,660+358.0% | $2,270+638.4% |
| Participant deferral / active EE | $803 | $3,301-75.7% | $4,371-81.6% | $3,740-78.5% |
| Admin fee / account holder | $48 | $704-93.2% | $5,948-99.2% | $513-90.7% |