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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 | $50,686 | $73,102-30.7% | $123,549-59.0% | $56,287-10.0% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -3.63% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,325 | $2,977+11.7% | $4,628-28.1% | $2,111+57.5% |
| Participant deferral / active EE | $1,556 | $5,423-71.3% | $6,426-75.8% | $3,350-53.5% |
| Admin fee / account holder | $53 | $554-90.4% | $9,284-99.4% | $521-89.8% |