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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 | $55,940 | $65,582-14.7% | $64,097-12.7% | $71,529-21.8% |
| Participation rate | 98.8% | 73.2%+25.6pp | 72.3%+26.5pp | 67.9%+30.9pp |
| Annual return | 12.93% | 18.96%-6.0pp | 33.75%-20.8pp | 28.97%-16.0pp |
| Employer contribution / active EE | $387 | $2,671-85.5% | $2,750-85.9% | $2,590-85.1% |
| Participant deferral / active EE | $2,304 | $3,628-36.5% | $3,881-40.6% | $4,291-46.3% |
| Admin fee / account holder | $65 | $616-89.4% | $3,070-97.9% | $1,588-95.9% |