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Participant 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 | $19,248 | $46,732-58.8% | $156,551-87.7% | $55,167-65.1% |
| Participation rate | 81.0% | 65.8%+15.2pp | 84.0%-3.1pp | 69.0%+12.0pp |
| Annual return | 5.12% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,061 | $2,105+45.4% | $5,501-44.4% | $1,963+56.0% |
| Participant deferral / active EE | $536 | $2,204-75.7% | $4,871-89.0% | $3,054-82.4% |
| Admin fee / account holder | $14 | $418-96.7% | $13,028-99.9% | $504-97.2% |