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 | $21,675 | $56,918-61.9% | $182,575-88.1% | $65,188-66.8% |
| Participation rate | 87.4% | 66.5%+21.0pp | 78.0%+9.5pp | 70.2%+17.2pp |
| Annual return | 23.67% | 27.67%-4.0pp | 148.60%-124.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,160 | $1,615+33.8% | $4,077-47.0% | $2,177-0.8% |
| Participant deferral / active EE | $1,194 | $3,526-66.1% | $5,526-78.4% | $3,514-66.0% |
| Admin fee / account holder | $0 | $531-100.0% | $8,595-100.0% | $847-100.0% |