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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 | $58,296 | $52,467+11.1% | $57,196+1.9% | $55,167+5.7% |
| Participation rate | 86.9% | 75.8%+11.0pp | 75.3%+11.5pp | 69.0%+17.9pp |
| Annual return | 6.15% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $601 | $2,477-75.8% | $2,683-77.6% | $1,963-69.4% |
| Participant deferral / active EE | $1,346 | $2,830-52.5% | $3,096-56.5% | $3,054-55.9% |
| Admin fee / account holder | $61 | $269-77.4% | $3,141-98.1% | $504-87.9% |