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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 | $76,132 | $71,192+6.9% | $117,861-35.4% | $62,293+22.2% |
| Participation rate | 91.4% | 74.2%+17.2pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 14.84% | 18.66%-3.8pp | 335.11%-320.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,570 | $3,189+43.3% | $4,482+2.0% | $3,169+44.2% |
| Admin fee / account holder | $18 | $587-96.9% | $8,021-99.8% | $479-96.2% |