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 | $23,697 | $62,132-61.9% | $185,876-87.3% | $73,501-67.8% |
| Participation rate | 93.2% | 67.8%+25.4pp | 78.0%+15.2pp | 70.7%+22.6pp |
| Annual return | 13.29% | 20.44%-7.1pp | 35.96%-22.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,021 | $1,681-39.3% | $4,088-75.0% | $2,270-55.0% |
| Participant deferral / active EE | $1,103 | $3,711-70.3% | $5,634-80.4% | $3,740-70.5% |
| Admin fee / account holder | $0 | $419-100.0% | $9,504-100.0% | $513-100.0% |