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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 | $64,217 | $99,957-35.8% | $149,715-57.1% | $73,493-12.6% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 13.72% | 53.87%-40.1pp | 276.66%-262.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,654 | $3,191+14.5% | $4,645-21.3% | $2,270+61.0% |
| Participant deferral / active EE | $1,993 | $6,073-67.2% | $6,842-70.9% | $3,740-46.7% |
| Admin fee / account holder | $89 | $551-83.9% | $9,310-99.0% | $513-82.7% |