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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 | $35,304 | $68,408-48.4% | $57,196-38.3% | $57,658-38.8% |
| Participation rate | 96.7% | 79.1%+17.5pp | 75.3%+21.3pp | 70.2%+26.4pp |
| Annual return | 8.10% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,953 | $2,869-31.9% | $2,683-27.2% | $1,974-1.1% |
| Participant deferral / active EE | $1,185 | $2,903-59.2% | $3,096-61.7% | $3,061-61.3% |
| Admin fee / account holder | $7 | $70-90.0% | $3,141-99.8% | $95-92.6% |