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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 | $36,723 | $69,383-47.1% | $101,275-63.7% | $73,497-50.0% |
| Participation rate | 96.4% | 68.4%+28.0pp | 75.8%+20.6pp | 70.7%+25.7pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,069 | $2,628-21.3% | $3,660-43.5% | $2,270-8.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |