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 | $77,497 | $72,770+6.5% | $67,652+14.6% | $55,191+40.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 13.26% | -3.26%+16.5pp | 6625.40%-6612.1pp | 10.78%+2.5pp |
| Employer contribution / active EE | $6,936 | $1,769+292.0% | $2,266+206.1% | $1,899+265.3% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |