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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 | $68,574 | $60,795+12.8% | $69,464-1.3% | $65,185+5.2% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 14.73% | 17.46%-2.7pp | 28.98%-14.3pp | 29.38%-14.7pp |
| Employer contribution / active EE | $823 | $2,452-66.4% | $2,779-70.4% | $2,177-62.2% |
| Participant deferral / active EE | $501 | $3,162-84.1% | $3,536-85.8% | $3,514-85.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |