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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 | $171,280 | $107,378+59.5% | $108,582+57.7% | $57,661+197.0% |
| Participation rate | 99.7% | 77.1%+22.6pp | 79.6%+20.1pp | 70.2%+29.5pp |
| Annual return | 27.63% | 12.80%+14.8pp | -51.70%+79.3pp | 5.13%+22.5pp |
| Employer contribution / active EE | $1,957 | $1,782+9.8% | $3,758-47.9% | $1,974-0.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |