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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 | $80,971 | $74,552+8.6% | $63,018+28.5% | $69,631+16.3% |
| Participation rate | 98.4% | 78.3%+20.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 15.30% | 15.77%-0.5pp | 87.62%-72.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,603 | $2,929-45.3% | $2,761-41.9% | $2,032-21.1% |
| Participant deferral / active EE | $1,139 | $2,974-61.7% | $3,330-65.8% | $3,224-64.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |