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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 | $90,697 | $65,322+38.8% | $70,476+28.7% | $73,493+23.4% |
| Participation rate | 98.5% | 77.0%+21.5pp | 75.1%+23.4pp | 70.7%+27.8pp |
| Annual return | 12.16% | 15.71%-3.6pp | 109.12%-97.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $661 | $2,460-73.1% | $2,738-75.8% | $2,270-70.9% |
| Participant deferral / active EE | $3,471 | $3,375+2.9% | $3,710-6.4% | $3,740-7.2% |
| Admin fee / account holder | $232 | $214+8.2% | $3,847-94.0% | $513-54.9% |