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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 | $89,099 | $81,474+9.4% | $133,959-33.5% | $73,493+21.2% |
| Participation rate | 89.4% | 76.4%+13.1pp | 79.8%+9.6pp | 70.7%+18.7pp |
| Annual return | 12.98% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,752 | $3,786-0.9% | $5,047-25.7% | $3,740+0.3% |
| Admin fee / account holder | $3 | $713-99.6% | $8,928-100.0% | $513-99.5% |