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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 | $57,681 | $81,537-29.3% | $149,721-61.5% | $69,631-17.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 48.08% | 22.79%+25.3pp | 1501.67%-1453.6pp | 27571.02%-27522.9pp |
| Employer contribution / active EE | $2,933 | $3,239-9.4% | $5,444-46.1% | $2,032+44.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |