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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 | $216,332 | $71,666+201.9% | $117,861+83.5% | $69,634+210.7% |
| Participation rate | 99.4% | 77.5%+21.9pp | 79.7%+19.8pp | 70.7%+28.8pp |
| Annual return | 46.03% | 18.86%+27.2pp | 335.11%-289.1pp | 27572.26%-27526.2pp |
| Employer contribution / active EE | $1,822 | $1,889-3.6% | $3,786-51.9% | $2,032-10.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |