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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 | $71,443 | $51,769+38.0% | $57,356+24.6% | $52,331+36.5% |
| Participation rate | 98.7% | 75.2%+23.5pp | 75.1%+23.7pp | 68.1%+30.6pp |
| Annual return | 2.67% | 2.43%+0.2pp | 24.41%-21.7pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,582 | $2,335-32.2% | $2,689-41.1% | $1,882-15.9% |
| Participant deferral / active EE | $960 | $2,794-65.6% | $3,162-69.6% | $3,022-68.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |