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Employer 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 | $33,999 | $55,122-38.3% | $104,639-67.5% | $73,497-53.7% |
| Participation rate | 84.1% | 67.7%+16.4pp | 74.1%+10.0pp | 70.7%+13.4pp |
| Annual return | 14.02% | 24.77%-10.8pp | 340.67%-326.7pp | 28.51%-14.5pp |
| Employer contribution / active EE | $263 | $1,464-82.0% | $2,682-90.2% | $2,270-88.4% |
| Participant deferral / active EE | $1,590 | $2,919-45.5% | $3,738-57.5% | $3,740-57.5% |
| Admin fee / account holder | $10 | $423-97.7% | $6,465-99.8% | $513-98.1% |