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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 | $27,672 | $48,364-42.8% | $71,796-61.5% | $62,881-56.0% |
| Participation rate | 71.0% | 60.6%+10.3pp | 69.1%+1.9pp | 69.3%+1.7pp |
| Annual return | 8.80% | 13.16%-4.4pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,161 | $2,091+51.2% | $2,794+13.1% | $3,203-1.3% |
| Admin fee / account holder | $25 | $3,771-99.3% | $4,815-99.5% | $4,296-99.4% |