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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 | $31,484 | $73,102-56.9% | $123,553-74.5% | $56,289-44.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 48.42% | 3.01%+45.4pp | 119.21%-70.8pp | -9.96%+58.4pp |
| Employer contribution / active EE | $136 | $2,977-95.4% | $4,628-97.1% | $2,111-93.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |