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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 | $62,046 | $57,976+7.0% | $63,018-1.5% | $62,293-0.4% |
| Participation rate | 86.5% | 75.9%+10.5pp | 74.8%+11.7pp | 69.5%+17.0pp |
| Annual return | 13.46% | 17.54%-4.1pp | 87.62%-74.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $322 | $2,415-86.7% | $2,761-88.3% | $2,042-84.2% |
| Participant deferral / active EE | $1,458 | $2,956-50.7% | $3,330-56.2% | $3,169-54.0% |
| Admin fee / account holder | $58 | $276-78.9% | $3,601-98.4% | $479-87.9% |