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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 | $99,597 | $51,769+92.4% | $57,356+73.6% | $52,331+90.3% |
| Participation rate | 96.2% | 75.2%+21.0pp | 75.1%+21.2pp | 68.1%+28.1pp |
| Annual return | 1.89% | 2.43%-0.5pp | 24.41%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $479 | $2,335-79.5% | $2,689-82.2% | $1,882-74.6% |
| Participant deferral / active EE | $2,640 | $2,794-5.5% | $3,162-16.5% | $3,022-12.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |