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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 | $46,432 | $68,408-32.1% | $57,196-18.8% | $57,658-19.5% |
| Participation rate | 99.3% | 79.1%+20.2pp | 75.3%+24.0pp | 70.2%+29.1pp |
| Annual return | 6.46% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,257 | $2,869-56.2% | $2,683-53.1% | $1,974-36.3% |
| Participant deferral / active EE | $879 | $2,903-69.7% | $3,096-71.6% | $3,061-71.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |