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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 | $73,758 | $68,408+7.8% | $57,196+29.0% | $57,658+27.9% |
| Participation rate | 94.6% | 79.1%+15.5pp | 75.3%+19.3pp | 70.2%+24.4pp |
| Annual return | 6.11% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+1.0pp |
| Employer contribution / active EE | $8,789 | $2,869+206.3% | $2,683+227.6% | $1,974+345.3% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |