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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 | $54,560 | $60,989-10.5% | $60,919-10.4% | $66,949-18.5% |
| Participation rate | 98.8% | 74.5%+24.3pp | 73.1%+25.7pp | 69.8%+29.0pp |
| Annual return | -10.25% | -9.60%-0.6pp | 16.96%-27.2pp | 1.57%-11.8pp |
| Employer contribution / active EE | $357 | $2,661-86.6% | $2,704-86.8% | $2,545-86.0% |
| Participant deferral / active EE | $2,386 | $3,615-34.0% | $3,814-37.4% | $4,239-43.7% |
| Admin fee / account holder | $76 | $338-77.5% | $3,228-97.6% | $594-87.1% |