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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 | $98,865 | $74,706+32.3% | $75,714+30.6% | $79,391+24.5% |
| Participation rate | 94.3% | 75.3%+19.0pp | 74.8%+19.5pp | 70.7%+23.6pp |
| Annual return | 18.67% | 18.52%+0.1pp | 104.62%-86.0pp | 116.88%-98.2pp |
| Employer contribution / active EE | $42 | $2,590-98.4% | $2,744-98.5% | $2,428-98.3% |
| Participant deferral / active EE | $2,058 | $3,533-41.7% | $3,820-46.1% | $4,046-49.1% |
| Admin fee / account holder | $35 | $374-90.8% | $3,619-99.0% | $627-94.5% |