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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 | $43,850 | $86,288-49.2% | $111,306-60.6% | $85,851-48.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 27.83% | 19.99%+7.8pp | 54.67%-26.8pp | 318.63%-290.8pp |
| Employer contribution / active EE | $3,057 | $2,044+49.6% | $2,732+11.9% | $2,565+19.2% |
| Participant deferral / active EE | $1,384 | $3,641-62.0% | $4,488-69.1% | $3,952-65.0% |
| Admin fee / account holder | $63 | $8,189-99.2% | $7,966-99.2% | $6,261-99.0% |