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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 | $47,259 | $77,817-39.3% | $123,553-61.8% | $64,173-26.4% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.1pp |
| Annual return | -2.99% | 12.49%-15.5pp | 119.21%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,038 | $3,014+133.5% | $4,628+52.1% | $2,381+195.6% |
| Participant deferral / active EE | $1,736 | $5,240-66.9% | $6,426-73.0% | $3,470-50.0% |
| Admin fee / account holder | $119 | $5,519-97.8% | $9,284-98.7% | $4,887-97.6% |