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Employer 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 | $54,535 | $95,542-42.9% | $69,461-21.5% | $67,579-19.3% |
| Participation rate | 96.7% | 79.4%+17.4pp | 74.6%+22.1pp | 71.3%+25.4pp |
| Annual return | 16.65% | 17.67%-1.0pp | 28.97%-12.3pp | 378.56%-361.9pp |
| Employer contribution / active EE | $752 | $2,989-74.8% | $2,779-72.9% | $2,148-65.0% |
| Participant deferral / active EE | $1,994 | $3,263-38.9% | $3,536-43.6% | $3,539-43.7% |
| Admin fee / account holder | $193 | $90+114.5% | $3,840-95.0% | $142+35.4% |