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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 | $97,220 | $52,884+83.8% | $84,753+14.7% | $55,167+76.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 55.49% | 18.03%+37.5pp | 22.78%+32.7pp | 169.23%-113.7pp |
| Employer contribution / active EE | $922 | $2,233-58.7% | $3,574-74.2% | $1,963-53.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |